Peterson Wealth Management’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
Q1 | $328K | Sell |
3,510
-1
| -0% | -$93 | 0.22% | 44 |
|
|
2024
Q4 | $301K | Sell |
3,511
-223
| -6% | -$19.1K | 0.18% | 43 |
|
|
2024
Q3 | $328K | Sell |
3,734
-331
| -8% | -$29.1K | 0.21% | 42 |
|
|
2024
Q2 | $370K | Buy |
4,065
+30
| +0.7% | +$2.73K | 0.23% | 47 |
|
|
2024
Q1 | $381K | Buy |
4,035
+60
| +2% | +$5.67K | 0.28% | 49 |
|
|
2023
Q4 | $333K | Buy |
3,975
+769
| +24% | +$64.5K | 0.3% | 47 |
|
|
2023
Q3 | $290K | Buy |
+3,206
| New | +$290K | 0.24% | 53 |
|
|
2023
Q2 | – | Sell |
-2,435
| Closed | -$202K | – | 72 |
|
|
2023
Q1 | $202K | Sell |
2,435
-53
| -2% | -$4.39K | 0.19% | 59 |
|
|
2022
Q4 | $218K | Sell |
2,488
-1,170
| -32% | -$102K | 0.22% | 53 |
|
|
2022
Q3 | $263K | Buy |
+3,658
| New | +$263K | 0.25% | 52 |
|