Surience Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,713
| Closed | -$2.25M | – | 42 |
|
|
2024
Q2 | $2.25M | Buy |
+24,713
| New | +$2.25M | 2.9% | 16 |
|
|
2023
Q1 | – | Sell |
-29,999
| Closed | -$2.62M | – | 26 |
|
|
2022
Q4 | $2.62M | Buy |
+29,999
| New | +$2.62M | 3.48% | 14 |
|
|
2022
Q2 | – | Sell |
-77,209
| Closed | -$5.9M | – | 23 |
|
|
2022
Q1 | $5.9M | Buy |
+77,209
| New | +$5.9M | 5.16% | 6 |
|