Vigilare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,656
| Closed | -$1.48M | – | 100 |
|
|
2024
Q1 | $1.48M | Buy |
15,656
+10,198
| +187% | +$963K | 0.73% | 23 |
|
|
2023
Q4 | $458K | Buy |
5,458
+1,379
| +34% | +$116K | 0.24% | 55 |
|
|
2023
Q3 | $369K | Buy |
+4,079
| New | +$369K | 0.24% | 54 |
|
|
2023
Q1 | – | Sell |
-19,072
| Closed | -$1.67M | – | 120 |
|
|
2022
Q4 | $1.67M | Buy |
+19,072
| New | +$1.67M | 0.97% | 16 |
|
|
2022
Q1 | – | Sell |
-21,898
| Closed | -$1.22M | – | 177 |
|
|
2021
Q4 | $1.22M | Buy |
21,898
+4,842
| +28% | +$269K | 0.72% | 36 |
|
|
2021
Q3 | $888K | Buy |
17,056
+10,483
| +159% | +$546K | 0.55% | 44 |
|
|
2021
Q2 | $354K | Buy |
+6,573
| New | +$354K | 0.21% | 129 |
|