Paladin Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1K | Hold |
449
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $42K | Hold |
449
| – | – | 0.03% | 155 |
|
|
2024
Q4 | $38.5K | Hold |
449
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $39.4K | Hold |
449
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $40.9K | Hold |
449
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $42.7K | Hold |
449
| – | – | 0.03% | 154 |
|
|
2023
Q4 | $37.6K | Hold |
449
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $40.6K | Hold |
449
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $36.4K | Hold |
449
| – | – | 0.03% | 171 |
|
|
2023
Q1 | $37.2K | Buy |
+449
| New | +$37.2K | 0.03% | 168 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 265 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 271 |
|
|
2022
Q2 | – | Sell |
-598
| Closed | -$46K | – | 272 |
|
|
2022
Q1 | $46K | Buy |
+598
| New | +$46K | 0.04% | 177 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 263 |
|