Total Clarity Wealth 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
Q1 | – | Sell |
-2,405
| Closed | -$206K | – | 278 |
|
|
2024
Q4 | $206K | Buy |
+2,405
| New | +$206K | 0.07% | 249 |
|
|
2024
Q1 | – | Sell |
-4,369
| Closed | -$366K | – | 293 |
|
|
2023
Q4 | $366K | Sell |
4,369
-744
| -15% | -$62.4K | 0.15% | 155 |
|
|
2023
Q3 | $462K | Sell |
5,113
-2,224
| -30% | -$201K | 0.22% | 118 |
|
|
2023
Q2 | $596K | Buy |
7,337
+11
| +0.2% | +$893 | 0.3% | 88 |
|
|
2023
Q1 | $607K | Buy |
7,326
+1,679
| +30% | +$139K | 0.33% | 75 |
|
|
2022
Q4 | $494K | Buy |
5,647
+2,573
| +84% | +$225K | 0.25% | 102 |
|
|
2022
Q3 | $221K | Buy |
3,074
+598
| +24% | +$43K | 0.14% | 194 |
|
|
2022
Q2 | $177K | Sell |
2,476
-3,940
| -61% | -$282K | 0.09% | 223 |
|
|
2022
Q1 | $490K | Buy |
6,416
+6,322
| +6,726% | +$483K | 0.27% | 102 |
|
|
2021
Q4 | $5K | Buy |
94
+18
| +24% | +$957 | ﹤0.01% | 820 |
|
|
2021
Q3 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 872 |
|