Vance 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
Q2 | – | Sell |
-2,555
| Closed | -$241K | – | 97 |
|
|
2024
Q1 | $241K | Buy |
+2,555
| New | +$241K | 0.1% | 83 |
|
|
2023
Q4 | – | Sell |
-2,340
| Closed | -$212K | – | 84 |
|
|
2023
Q3 | $212K | Buy |
+2,340
| New | +$212K | 0.1% | 78 |
|
|
2023
Q2 | – | Sell |
-3,238
| Closed | -$268K | – | 83 |
|
|
2023
Q1 | $268K | Sell |
3,238
-122
| -4% | -$10.1K | 0.14% | 62 |
|
|
2022
Q4 | $294K | Sell |
3,360
-800
| -19% | -$70K | 0.18% | 56 |
|
|
2022
Q3 | $300K | Buy |
+4,160
| New | +$300K | 0.23% | 52 |
|