Retirement Guys Formula’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 | $288K | Sell |
3,353
-31
| -0.9% | -$2.66K | 0.11% | 116 |
|
|
2025
Q1 | $315K | Buy |
3,384
+588
| +21% | +$54.7K | 0.16% | 107 |
|
|
2024
Q4 | $240K | Buy |
2,796
+48
| +2% | +$4.11K | 0.12% | 116 |
|
|
2024
Q3 | $241K | Buy |
2,748
+9
| +0.3% | +$790 | 0.11% | 112 |
|
|
2024
Q2 | $250K | Buy |
2,739
+19
| +0.7% | +$1.73K | 0.12% | 115 |
|
|
2024
Q1 | $257K | Buy |
2,720
+34
| +1% | +$3.21K | 0.13% | 113 |
|
|
2023
Q4 | $225K | Buy |
2,686
+22
| +0.8% | +$1.84K | 0.12% | 121 |
|
|
2023
Q3 | $241K | Buy |
2,664
+17
| +0.6% | +$1.54K | 0.17% | 111 |
|
|
2023
Q2 | $215K | Sell |
2,647
-562
| -18% | -$45.6K | 0.12% | 120 |
|
|
2023
Q1 | $266K | Sell |
3,209
-18
| -0.6% | -$1.49K | 0.19% | 111 |
|
|
2022
Q4 | $282K | Buy |
3,227
+28
| +0.9% | +$2.45K | 0.23% | 109 |
|
|
2022
Q3 | $230K | Sell |
3,199
-254
| -7% | -$18.3K | 0.24% | 108 |
|
|
2022
Q2 | $247K | Buy |
3,453
+101
| +3% | +$7.23K | 0.25% | 116 |
|
|
2022
Q1 | $256K | Buy |
+3,352
| New | +$256K | 0.17% | 104 |
|