Successful Portfolios’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 | $299K | Hold |
3,520
| – | – | 0.18% | 112 |
|
|
2025
Q1 | $329K | Sell |
3,520
-200
| -5% | -$18.7K | 0.22% | 92 |
|
|
2024
Q4 | $319K | Sell |
3,720
-20
| -0.5% | -$1.71K | 0.21% | 98 |
|
|
2024
Q3 | $328K | Sell |
3,740
-85
| -2% | -$7.46K | 0.22% | 97 |
|
|
2024
Q2 | $349K | Sell |
3,825
-50
| -1% | -$4.56K | 0.24% | 86 |
|
|
2024
Q1 | $366K | Sell |
3,875
-25
| -0.6% | -$2.36K | 0.25% | 91 |
|
|
2023
Q4 | $327K | Buy |
3,900
+485
| +14% | +$40.7K | 0.24% | 94 |
|
|
2023
Q3 | $309K | Buy |
3,415
+100
| +3% | +$9.04K | 0.27% | 90 |
|
|
2023
Q2 | $269K | Sell |
3,315
-196
| -6% | -$15.9K | 0.23% | 99 |
|
|
2023
Q1 | $291K | Sell |
3,511
-2,460
| -41% | -$204K | 0.18% | 140 |
|
|
2022
Q4 | $522K | Sell |
5,971
-247
| -4% | -$21.6K | 0.34% | 71 |
|
|
2022
Q3 | $448K | Sell |
6,218
-578
| -9% | -$41.6K | 0.32% | 80 |
|
|
2022
Q2 | $486K | Buy |
+6,796
| New | +$486K | 0.33% | 80 |
|