Visionary Wealth Advisors’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 | $3.03M | Sell |
35,721
-7,443
| -17% | -$631K | 0.15% | 151 |
|
|
2025
Q1 | $4.03M | Sell |
43,164
-5,794
| -12% | -$541K | 0.24% | 110 |
|
|
2024
Q4 | $4.19M | Sell |
48,958
-15,514
| -24% | -$1.33M | 0.25% | 105 |
|
|
2024
Q3 | $5.66M | Buy |
64,472
+802
| +1% | +$70.4K | 0.34% | 84 |
|
|
2024
Q2 | $5.8M | Sell |
63,670
-6,390
| -9% | -$582K | 0.38% | 75 |
|
|
2024
Q1 | $6.61M | Sell |
70,060
-34,315
| -33% | -$3.24M | 0.45% | 65 |
|
|
2023
Q4 | $8.75M | Buy |
104,375
+6,821
| +7% | +$572K | 0.64% | 35 |
|
|
2023
Q3 | $8.82M | Sell |
97,554
-2,774
| -3% | -$251K | 0.71% | 32 |
|
|
2023
Q2 | $8.14M | Buy |
100,328
+15,637
| +18% | +$1.27M | 0.65% | 35 |
|
|
2023
Q1 | $7.01M | Buy |
84,691
+16,504
| +24% | +$1.37M | 0.59% | 42 |
|
|
2022
Q4 | $5.96M | Buy |
68,187
+34,331
| +101% | +$3M | 0.55% | 51 |
|
|
2022
Q3 | $2.44M | Sell |
33,856
-46,243
| -58% | -$3.33M | 0.25% | 99 |
|
|
2022
Q2 | $5.73M | Buy |
80,099
+23,877
| +42% | +$1.71M | 0.51% | 50 |
|
|
2022
Q1 | $4.3M | Buy |
56,222
+6,030
| +12% | +$461K | 0.35% | 80 |
|
|
2021
Q4 | $2.79M | Buy |
50,192
+19,227
| +62% | +$1.07M | 0.23% | 100 |
|
|
2021
Q3 | $1.61M | Buy |
30,965
+22,880
| +283% | +$1.19M | 0.17% | 117 |
|
|
2021
Q2 | $436K | Sell |
8,085
-5,573
| -41% | -$301K | 0.04% | 215 |
|
|
2021
Q1 | $670K | Sell |
13,658
-12,406
| -48% | -$609K | 0.07% | 173 |
|
|
2020
Q4 | $988K | Sell |
26,064
-25,577
| -50% | -$970K | 0.11% | 134 |
|
|
2020
Q3 | $1.55M | Buy |
51,641
+635
| +1% | +$19K | 0.22% | 97 |
|
|
2020
Q2 | $1.93M | Buy |
+51,006
| New | +$1.93M | 0.29% | 87 |
|