Petix & Botte Financial’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 | $3.77M | Sell |
44,491
-4,237
| -9% | -$359K | 0.93% | 31 |
|
|
2025
Q1 | $4.55M | Sell |
48,728
-3,220
| -6% | -$301K | 1.2% | 27 |
|
|
2024
Q4 | $4.45M | Sell |
51,948
-15,182
| -23% | -$1.3M | 1.17% | 27 |
|
|
2024
Q3 | $5.89M | Buy |
67,130
+452
| +0.7% | +$39.7K | 1.57% | 20 |
|
|
2024
Q2 | $6.08M | Buy |
66,678
+33,140
| +99% | +$3.02M | 1.72% | 19 |
|
|
2024
Q1 | $3.17M | Sell |
33,538
-33,596
| -50% | -$3.17M | 0.79% | 42 |
|
|
2023
Q4 | $5.63M | Sell |
67,134
-656
| -1% | -$55K | 1.66% | 19 |
|
|
2023
Q3 | $6.13M | Buy |
67,790
+1,888
| +3% | +$171K | 1.93% | 16 |
|
|
2023
Q2 | $5.35M | Buy |
65,902
+33,209
| +102% | +$2.7M | 1.66% | 18 |
|
|
2023
Q1 | $2.71M | Buy |
+32,693
| New | +$2.71M | 1.82% | 17 |
|
|
2022
Q3 | $2.3M | Sell |
31,910
-877
| -3% | -$63.2K | 1.75% | 17 |
|
|
2022
Q2 | $2.35M | Sell |
32,787
-36,953
| -53% | -$2.64M | 1.73% | 18 |
|
|
2022
Q1 | $5.33M | Buy |
69,740
+33,333
| +92% | +$2.55M | 1.64% | 17 |
|
|
2021
Q4 | $2.02M | Sell |
36,407
-26,491
| -42% | -$1.47M | 1.29% | 23 |
|
|
2021
Q3 | $3.27M | Buy |
62,898
+35,903
| +133% | +$1.87M | 1.11% | 23 |
|
|
2021
Q2 | $1.45M | Buy |
26,995
+1,771
| +7% | +$95.4K | 1.01% | 26 |
|
|
2021
Q1 | $1.24M | Buy |
25,224
+2,715
| +12% | +$133K | 0.91% | 28 |
|
|
2020
Q4 | $853K | Buy |
22,509
+357
| +2% | +$13.5K | 0.64% | 33 |
|
|
2020
Q3 | $661K | Sell |
22,152
-18,314
| -45% | -$546K | 0.53% | 36 |
|
|
2020
Q2 | $764K | Buy |
40,466
+20,203
| +100% | +$381K | 0.63% | 32 |
|
|
2020
Q1 | $589K | Buy |
20,263
+6,691
| +49% | +$194K | 0.57% | 36 |
|
|
2019
Q4 | $812K | Buy |
+13,572
| New | +$812K | 0.64% | 39 |
|