SOA Wealth Advisors’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 | $16.2K | Buy |
191
+1
| +0.5% | +$85 | ﹤0.01% | 539 |
|
|
2025
Q1 | $17.7K | Sell |
190
-2
| -1% | -$187 | ﹤0.01% | 491 |
|
|
2024
Q4 | $16.5K | Buy |
192
+5
| +3% | +$429 | ﹤0.01% | 483 |
|
|
2024
Q3 | $16.4K | Buy |
187
+2
| +1% | +$175 | ﹤0.01% | 483 |
|
|
2024
Q2 | $16.9K | Buy |
185
+1
| +0.5% | +$91 | ﹤0.01% | 463 |
|
|
2024
Q1 | $17.3K | Buy |
184
+2
| +1% | +$188 | ﹤0.01% | 462 |
|
|
2023
Q4 | $15.3K | Sell |
182
-7
| -4% | -$588 | ﹤0.01% | 467 |
|
|
2023
Q3 | $17K | Buy |
189
+10
| +6% | +$902 | ﹤0.01% | 449 |
|
|
2023
Q2 | $14.5K | Buy |
179
+1
| +0.6% | +$81 | ﹤0.01% | 481 |
|
|
2023
Q1 | $14.7K | Buy |
178
+2
| +1% | +$165 | ﹤0.01% | 476 |
|
|
2022
Q4 | $15.4K | Sell |
176
-94
| -35% | -$8.21K | ﹤0.01% | 452 |
|
|
2022
Q3 | $19K | Buy |
270
+4
| +2% | +$281 | 0.01% | 405 |
|
|
2022
Q2 | $19K | Buy |
266
+2
| +0.8% | +$143 | 0.01% | 396 |
|
|
2022
Q1 | $20K | Buy |
264
+3
| +1% | +$227 | ﹤0.01% | 470 |
|
|
2021
Q4 | $14K | Buy |
261
+3
| +1% | +$161 | ﹤0.01% | 517 |
|
|
2021
Q3 | $13K | Buy |
258
+3
| +1% | +$151 | ﹤0.01% | 538 |
|
|
2021
Q2 | $13K | Buy |
255
+137
| +116% | +$6.98K | ﹤0.01% | 539 |
|
|
2021
Q1 | $5K | Buy |
118
+2
| +2% | +$85 | ﹤0.01% | 637 |
|
|
2020
Q4 | $5K | Buy |
+116
| New | +$5K | ﹤0.01% | 617 |
|