Prestige Wealth Management 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
Q1 | – | Sell |
-23
| Closed | -$1.97K | – | 1067 |
|
|
2024
Q4 | $1.97K | Hold |
23
| – | – | ﹤0.01% | 781 |
|
|
2024
Q3 | $2.02K | Hold |
23
| – | – | ﹤0.01% | 765 |
|
|
2024
Q2 | $2.1K | Hold |
23
| – | – | ﹤0.01% | 702 |
|
|
2024
Q1 | $2.17K | Hold |
23
| – | – | ﹤0.01% | 725 |
|
|
2023
Q4 | $1.93K | Hold |
23
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $2.08K | Hold |
23
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $1.87K | Hold |
23
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $1.91K | Hold |
23
| – | – | ﹤0.01% | 752 |
|
|
2022
Q4 | $2.01K | Buy |
+23
| New | +$2.01K | ﹤0.01% | 830 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$2K | – | 975 |
|
|
2020
Q1 | $2K | Sell |
60
-640
| -91% | -$21.3K | ﹤0.01% | 693 |
|
|
2019
Q4 | $42K | Buy |
700
+511
| +270% | +$30.7K | 0.02% | 220 |
|
|
2019
Q3 | $11K | Hold |
189
| – | – | 0.01% | 333 |
|
|
2019
Q2 | $12K | Hold |
189
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $12K | Hold |
189
| – | – | 0.01% | 323 |
|
|
2018
Q4 | $11K | Buy |
+189
| New | +$11K | 0.01% | 421 |
|