W.H. Cornerstone Investments’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 | $753K | Buy |
8,880
+567
| +7% | +$48.1K | 0.48% | 56 |
|
|
2025
Q1 | $777K | Buy |
8,313
+42
| +0.5% | +$3.93K | 0.54% | 53 |
|
|
2024
Q4 | $708K | Sell |
8,271
-46
| -0.6% | -$3.94K | 0.47% | 48 |
|
|
2024
Q3 | $730K | Sell |
8,317
-2,377
| -22% | -$209K | 0.49% | 49 |
|
|
2024
Q2 | $975K | Sell |
10,694
-1,371
| -11% | -$125K | 0.69% | 35 |
|
|
2024
Q1 | $1.14M | Sell |
12,065
-53
| -0.4% | -$5K | 0.82% | 30 |
|
|
2023
Q4 | $1.02M | Buy |
12,118
+8
| +0.1% | +$671 | 0.81% | 38 |
|
|
2023
Q3 | $1.1M | Buy |
12,110
+50
| +0.4% | +$4.52K | 0.96% | 29 |
|
|
2023
Q2 | $979K | Buy |
12,060
+207
| +2% | +$16.8K | 0.88% | 41 |
|
|
2023
Q1 | $982K | Sell |
11,853
-1,005
| -8% | -$83.3K | 0.89% | 37 |
|
|
2022
Q4 | $1.16M | Sell |
12,858
-2,311
| -15% | -$208K | 1.1% | 27 |
|
|
2022
Q3 | $1.21M | Buy |
+15,169
| New | +$1.21M | 1.27% | 19 |
|