TritonPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
10,403
-11,896
| -53% | -$1.01M | 0.08% | 166 |
|
|
2025
Q1 | $2.08M | Sell |
22,299
-18,068
| -45% | -$1.69M | 0.2% | 111 |
|
|
2024
Q4 | $3.46M | Sell |
40,367
-1,344
| -3% | -$115K | 0.31% | 81 |
|
|
2024
Q3 | $3.64M | Sell |
41,711
-3,751
| -8% | -$327K | 0.33% | 82 |
|
|
2024
Q2 | $4.14M | Buy |
45,462
+9,260
| +26% | +$844K | 0.4% | 68 |
|
|
2024
Q1 | $2.79M | Buy |
36,202
+2,897
| +9% | +$223K | 0.29% | 82 |
|
|
2023
Q4 | $2.79M | Buy |
+33,305
| New | +$2.79M | 0.27% | 88 |
|