SteelPeak Wealth’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 | $1.26M | Sell |
14,887
-2,833
| -16% | -$240K | 0.05% | 238 |
|
|
2025
Q1 | $1.66M | Buy |
17,720
+1,556
| +10% | +$145K | 0.07% | 191 |
|
|
2024
Q4 | $1.38M | Buy |
16,164
+705
| +5% | +$60.4K | 0.06% | 204 |
|
|
2024
Q3 | $1.36M | Buy |
15,459
+173
| +1% | +$15.2K | 0.06% | 190 |
|
|
2024
Q2 | $1.39M | Sell |
15,286
-17,204
| -53% | -$1.57M | 0.06% | 187 |
|
|
2024
Q1 | $3.07M | Buy |
32,490
+1,558
| +5% | +$147K | 0.15% | 118 |
|
|
2023
Q4 | $2.59M | Sell |
30,932
-4,426
| -13% | -$371K | 0.15% | 113 |
|
|
2023
Q3 | $3.2M | Buy |
35,358
+5,516
| +18% | +$499K | 0.2% | 102 |
|
|
2023
Q2 | $2.42M | Buy |
29,842
+3,661
| +14% | +$297K | 0.14% | 104 |
|
|
2023
Q1 | $2.17M | Sell |
26,181
-8,865
| -25% | -$734K | 0.15% | 106 |
|
|
2022
Q4 | $3.07M | Buy |
35,046
+24,872
| +244% | +$2.18M | 0.22% | 92 |
|
|
2022
Q3 | $733K | Sell |
10,174
-16,916
| -62% | -$1.22M | 0.05% | 189 |
|
|
2022
Q2 | $1.94M | Buy |
27,090
+11,926
| +79% | +$853K | 0.14% | 116 |
|
|
2022
Q1 | $1.16M | Buy |
+15,164
| New | +$1.16M | 0.07% | 162 |
|