Sweet Financial Partners’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 | $3.21M | Sell |
36,579
-447
| -1% | -$39.2K | 0.7% | 27 |
|
|
2024
Q2 | $3.37M | Sell |
37,026
-163
| -0.4% | -$14.9K | 0.77% | 22 |
|
|
2024
Q1 | $3.51M | Buy |
37,189
+305
| +0.8% | +$28.8K | 0.81% | 20 |
|
|
2023
Q4 | $3.09M | Buy |
36,884
+17
| +0% | +$1.43K | 0.74% | 22 |
|
|
2023
Q3 | $3.33M | Buy |
36,867
+14
| +0% | +$1.27K | 0.88% | 18 |
|
|
2023
Q2 | $2.99M | Sell |
36,853
-1,220
| -3% | -$99K | 0.78% | 18 |
|
|
2023
Q1 | $3.15M | Sell |
38,073
-338
| -0.9% | -$28K | 0.87% | 18 |
|
|
2022
Q4 | $3.36M | Sell |
38,411
-3,441
| -8% | -$301K | 0.99% | 16 |
|
|
2022
Q3 | $3.01M | Buy |
41,852
+2,007
| +5% | +$145K | 0.96% | 15 |
|
|
2022
Q2 | $2.85M | Sell |
39,845
-1,702
| -4% | -$122K | 0.89% | 18 |
|
|
2022
Q1 | $3.18M | Buy |
41,547
+310
| +0.8% | +$23.7K | 0.85% | 20 |
|
|
2021
Q4 | $2.29M | Buy |
+41,237
| New | +$2.29M | 0.95% | 16 |
|