VitalStone Financial’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
Q3 | $585K | Sell |
6,662
-3,511
| -35% | -$308K | 0.4% | 54 |
|
|
2024
Q2 | $927K | Buy |
10,173
+6,756
| +198% | +$616K | 0.67% | 32 |
|
|
2024
Q1 | $323K | Buy |
3,417
+3,196
| +1,446% | +$302K | 0.25% | 80 |
|
|
2023
Q4 | $19K | Sell |
221
-3,362
| -94% | -$289K | 0.02% | 232 |
|
|
2023
Q3 | $299K | Sell |
3,583
-27,402
| -88% | -$2.29M | 0.25% | 65 |
|
|
2023
Q2 | $2.55M | Buy |
30,985
+30,664
| +9,553% | +$2.52M | 1.42% | 9 |
|
|
2023
Q1 | $18K | Sell |
321
-21,590
| -99% | -$1.21M | 0.01% | 175 |
|
|
2022
Q4 | $1.91M | Buy |
+21,911
| New | +$1.91M | 1.3% | 11 |
|