Peterson Wealth Services’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 | $195K | Hold |
2,296
| – | – | 0.05% | 118 |
|
|
2025
Q1 | $215K | Sell |
2,296
-331
| -13% | -$30.9K | 0.07% | 117 |
|
|
2024
Q4 | $225K | Hold |
2,627
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $231K | Hold |
2,627
| – | – | 0.07% | 114 |
|
|
2024
Q2 | $239K | Hold |
2,627
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $248K | Sell |
2,627
-4,431
| -63% | -$418K | 0.09% | 109 |
|
|
2023
Q4 | $592K | Buy |
+7,058
| New | +$592K | 0.25% | 58 |
|
|
2023
Q3 | – | Sell |
-51,548
| Closed | -$4.18M | – | 91 |
|
|
2023
Q2 | $4.18M | Sell |
51,548
-34,853
| -40% | -$2.83M | 2.01% | 13 |
|
|
2023
Q1 | $7.16M | Sell |
86,401
-5,420
| -6% | -$449K | 3.68% | 4 |
|
|
2022
Q4 | $8.03M | Buy |
91,821
+1,333
| +1% | +$117K | 4.6% | 5 |
|
|
2022
Q3 | $6.52M | Buy |
90,488
+3,520
| +4% | +$254K | 4.62% | 3 |
|
|
2022
Q2 | $6.22M | Sell |
86,968
-6,960
| -7% | -$498K | 4.49% | 3 |
|
|
2022
Q1 | $7.18M | Sell |
93,928
-1,001
| -1% | -$76.6K | 4.42% | 3 |
|
|
2021
Q4 | $5.27M | Buy |
+94,929
| New | +$5.27M | 3.49% | 4 |
|