Silverlake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
8,585
+2,667
| +45% | +$226K | 0.21% | 128 |
|
|
2025
Q1 | $553K | Sell |
5,918
-3,822
| -39% | -$357K | 0.21% | 120 |
|
|
2024
Q4 | $834K | Sell |
9,740
-1,484
| -13% | -$127K | 0.32% | 85 |
|
|
2024
Q3 | $985K | Buy |
11,224
+941
| +9% | +$82.6K | 0.37% | 70 |
|
|
2024
Q2 | $937K | Buy |
10,283
+5,489
| +114% | +$500K | 0.38% | 69 |
|
|
2024
Q1 | $453K | Sell |
4,794
-1,129
| -19% | -$107K | 0.23% | 109 |
|
|
2023
Q4 | $497K | Buy |
5,923
+1,151
| +24% | +$96.5K | 0.27% | 95 |
|
|
2023
Q3 | $431K | Buy |
4,772
+138
| +3% | +$12.5K | 0.24% | 112 |
|
|
2023
Q2 | $376K | Sell |
4,634
-541
| -10% | -$43.9K | 0.21% | 127 |
|
|
2023
Q1 | $429K | Sell |
5,175
-502
| -9% | -$41.6K | 0.26% | 102 |
|
|
2022
Q4 | $497K | Sell |
5,677
-361
| -6% | -$31.6K | 0.31% | 78 |
|
|
2022
Q3 | $435K | Sell |
6,038
-6,858
| -53% | -$494K | 0.29% | 87 |
|
|
2022
Q2 | $922K | Buy |
12,896
+3,466
| +37% | +$248K | 0.6% | 42 |
|
|
2022
Q1 | $721K | Buy |
9,430
+1,713
| +22% | +$131K | 0.41% | 67 |
|
|
2021
Q4 | $428K | Buy |
+7,717
| New | +$428K | 0.23% | 113 |
|