Vivid 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-39,986
| Closed | -$3.74M | – | 67 |
|
|
2025
Q1 | $3.74M | Sell |
39,986
-284
| -0.7% | -$26.5K | 1.87% | 10 |
|
|
2024
Q4 | $3.45M | Buy |
40,270
+539
| +1% | +$46.2K | 1.75% | 14 |
|
|
2024
Q3 | $3.49M | Buy |
39,731
+2,888
| +8% | +$254K | 1.82% | 12 |
|
|
2024
Q2 | $3.36M | Buy |
36,843
+256
| +0.7% | +$23.3K | 1.88% | 12 |
|
|
2024
Q1 | $3.45M | Buy |
36,587
+470
| +1% | +$44.4K | 2.16% | 20 |
|
|
2023
Q4 | $3.03M | Buy |
+36,117
| New | +$3.03M | 2.06% | 21 |
|