Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,295
| Closed | -$207K | – | 111 |
|
|
2024
Q3 | $207K | Hold |
2,295
| – | – | 0.04% | 96 |
|
|
2024
Q2 | $208K | Sell |
2,295
-27
| -1% | -$2.44K | 0.04% | 92 |
|
|
2024
Q1 | $219K | Buy |
+2,322
| New | +$219K | 0.04% | 89 |
|
|
2023
Q4 | – | Sell |
-2,305
| Closed | -$205K | – | 89 |
|
|
2023
Q3 | $205K | Buy |
+2,305
| New | +$205K | 0.05% | 80 |
|