Viewpoint Capital 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 | $265K | Hold |
3,120
| – | – | 0.13% | 88 |
|
|
2025
Q1 | $292K | Hold |
3,120
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $267K | Hold |
3,120
| – | – | 0.14% | 89 |
|
|
2024
Q3 | $272K | Hold |
3,120
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $284K | Hold |
3,120
| – | – | 0.17% | 86 |
|
|
2024
Q1 | $295K | Hold |
3,120
| – | – | 0.19% | 82 |
|
|
2023
Q4 | $262K | Hold |
3,120
| – | – | 0.18% | 83 |
|
|
2023
Q3 | $282K | Hold |
3,120
| – | – | 0.23% | 70 |
|
|
2023
Q2 | $253K | Hold |
3,120
| – | – | 0.2% | 80 |
|
|
2023
Q1 | $258K | Sell |
3,120
-250
| -7% | -$20.7K | 0.23% | 73 |
|
|
2022
Q4 | $295K | Buy |
3,370
+400
| +13% | +$35K | 0.29% | 65 |
|
|
2022
Q3 | $207K | Buy |
2,970
+100
| +3% | +$6.97K | 0.2% | 75 |
|
|
2022
Q2 | $205K | Sell |
2,870
-930
| -24% | -$66.4K | 0.19% | 79 |
|
|
2022
Q1 | $290K | Hold |
3,800
| – | – | 0.22% | 72 |
|
|
2021
Q4 | $211K | Buy |
+3,800
| New | +$211K | 0.15% | 85 |
|