Stone House Investment 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 | – | Sell |
-824
| Closed | -$77K | – | 579 |
|
|
2025
Q1 | $77K | Buy |
+824
| New | +$77K | 0.02% | 114 |
|
|
2024
Q4 | – | Sell |
-811
| Closed | -$71.2K | – | 363 |
|
|
2024
Q3 | $71.2K | Buy |
811
+7
| +0.9% | +$615 | 0.01% | 96 |
|
|
2024
Q2 | $73.3K | Buy |
804
+6
| +0.8% | +$547 | 0.02% | 98 |
|
|
2024
Q1 | $75.4K | Buy |
798
+6
| +0.8% | +$567 | 0.02% | 96 |
|
|
2023
Q4 | $66.4K | Sell |
792
-92
| -10% | -$7.71K | 0.02% | 75 |
|
|
2023
Q3 | $79.9K | Buy |
884
+5
| +0.6% | +$452 | 0.03% | 63 |
|
|
2023
Q2 | $71.3K | Buy |
879
+7
| +0.8% | +$568 | 0.03% | 71 |
|
|
2023
Q1 | $72.2K | Buy |
+872
| New | +$72.2K | 0.02% | 76 |
|
|
2018
Q3 | – | Sell |
-3,564
| Closed | -$271K | – | 60 |
|
|
2018
Q2 | $271K | Buy |
+3,564
| New | +$271K | 0.17% | 40 |
|