Pursue Wealth Partners’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 | $236K | Hold |
2,777
| – | – | 0.13% | 103 |
|
|
2025
Q1 | $260K | Hold |
2,777
| – | – | 0.16% | 97 |
|
|
2024
Q4 | $238K | Hold |
2,777
| – | – | 0.14% | 101 |
|
|
2024
Q3 | $244K | Hold |
2,777
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $253K | Buy |
+2,777
| New | +$253K | 0.14% | 94 |
|
|
2023
Q2 | – | Sell |
-3,585
| Closed | -$297K | – | 109 |
|
|
2023
Q1 | $297K | Buy |
+3,585
| New | +$297K | 0.2% | 82 |
|
|
2022
Q2 | – | Sell |
-9,804
| Closed | -$759K | – | 246 |
|
|
2022
Q1 | $759K | Buy |
9,804
+2,500
| +34% | +$194K | 0.31% | 65 |
|
|
2021
Q4 | $405K | Buy |
+7,304
| New | +$405K | 0.16% | 96 |
|