Relyea Zuckerberg Hanson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,631
| Closed | -$221K | – | 243 |
|
|
2023
Q4 | $221K | Hold |
2,631
| – | – | 0.04% | 198 |
|
|
2023
Q3 | $238K | Sell |
2,631
-581
| -18% | -$52.5K | 0.05% | 168 |
|
|
2023
Q2 | $261K | Hold |
3,212
| – | – | 0.06% | 164 |
|
|
2023
Q1 | $266K | Hold |
3,212
| – | – | 0.06% | 156 |
|
|
2022
Q4 | $281K | Buy |
3,212
+216
| +7% | +$18.9K | 0.08% | 137 |
|
|
2022
Q3 | $216K | Hold |
2,996
| – | – | 0.08% | 132 |
|
|
2022
Q2 | $214K | Hold |
2,996
| – | – | 0.08% | 132 |
|
|
2022
Q1 | $238K | Buy |
+2,996
| New | +$238K | 0.08% | 142 |
|