Tyler-Stone 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
Q2 | $2.03M | Sell |
23,975
-13
| -0.1% | -$1.1K | 0.33% | 60 |
|
|
2025
Q1 | $2.24M | Buy |
23,988
+12
| +0.1% | +$1.12K | 0.4% | 53 |
|
|
2024
Q4 | $2.05M | Buy |
23,976
+4
| +0% | +$343 | 0.37% | 54 |
|
|
2024
Q3 | $2.1M | Buy |
23,972
+12,102
| +102% | +$1.06M | 0.4% | 51 |
|
|
2024
Q2 | $1.08M | Buy |
11,870
+4
| +0% | +$365 | 0.44% | 44 |
|
|
2024
Q1 | $1.12M | Sell |
11,866
-22
| -0.2% | -$2.08K | 0.5% | 40 |
|
|
2023
Q4 | $997K | Sell |
11,888
-57
| -0.5% | -$4.78K | 0.5% | 43 |
|
|
2023
Q3 | $1.08M | Buy |
11,945
+7
| +0.1% | +$633 | 0.62% | 36 |
|
|
2023
Q2 | $969K | Buy |
+11,938
| New | +$969K | 0.55% | 38 |
|
|
2022
Q4 | $1.03M | Buy |
11,745
+109
| +0.9% | +$9.53K | 0.7% | 32 |
|
|
2022
Q3 | $838K | Buy |
11,636
+307
| +3% | +$22.1K | 0.64% | 32 |
|
|
2022
Q2 | $810K | Sell |
11,329
-236
| -2% | -$16.9K | 0.54% | 38 |
|
|
2022
Q1 | $884K | Buy |
11,565
+341
| +3% | +$26.1K | 0.49% | 44 |
|
|
2021
Q4 | $623K | Buy |
+11,224
| New | +$623K | 0.33% | 65 |
|