Starfox Financial Services’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 | $3.01M | Buy |
31,594
+3,203
| +11% | +$305K | 2.55% | 11 |
|
2023
Q4 | $2.38M | Buy |
28,391
+4,853
| +21% | +$407K | 2.2% | 11 |
|
2023
Q3 | $2.04M | Buy |
23,538
+2,385
| +11% | +$207K | 2.21% | 12 |
|
2023
Q2 | $1.72M | Sell |
21,153
-200
| -0.9% | -$16.2K | 1.77% | 12 |
|
2023
Q1 | $1.86M | Buy |
21,353
+639
| +3% | +$55.6K | 1.93% | 12 |
|
2022
Q4 | $1.81M | Buy |
20,714
+237
| +1% | +$20.7K | 1.81% | 12 |
|
2022
Q3 | $1.48M | Sell |
20,477
-20,497
| -50% | -$1.48M | 1.44% | 13 |
|
2022
Q2 | $3.15M | Hold |
40,974
| – | – | 2.49% | 12 |
|
2022
Q1 | $3.15M | Buy |
40,974
+15,168
| +59% | +$1.16M | 2.49% | 12 |
|
2021
Q4 | $1.66M | Buy |
+25,806
| New | +$1.66M | 1.45% | 12 |
|