Sanctuary Wealth Management’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
Q4 | $2.14K | Hold |
25
| – | – | ﹤0.01% | 232 |
|
2024
Q3 | $2.2K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
2024
Q2 | $2.28K | Hold |
25
| – | – | ﹤0.01% | 209 |
|
2024
Q1 | $2.36K | Hold |
25
| – | – | ﹤0.01% | 195 |
|
2023
Q4 | $2.1K | Hold |
25
| – | – | ﹤0.01% | 209 |
|
2023
Q3 | $2.26K | Sell |
25
-975
| -98% | -$88.1K | ﹤0.01% | 194 |
|
2023
Q2 | $81.2K | Buy |
+1,000
| New | +$81.2K | 0.09% | 60 |
|
2022
Q4 | $87.5K | Buy |
+1,000
| New | +$87.5K | 0.1% | 52 |
|