Watershed Private Wealth’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 | $387K | Hold |
4,560
| – | – | 0.14% | 77 |
|
|
2025
Q1 | $426K | Hold |
4,560
| – | – | 0.17% | 75 |
|
|
2024
Q4 | $391K | Hold |
4,560
| – | – | 0.15% | 79 |
|
|
2024
Q3 | $400K | Hold |
4,560
| – | – | 0.16% | 76 |
|
|
2024
Q2 | $416K | Hold |
4,560
| – | – | 0.18% | 83 |
|
|
2024
Q1 | $431K | Sell |
4,560
-200
| -4% | -$18.9K | 0.19% | 80 |
|
|
2023
Q4 | $399K | Hold |
4,760
| – | – | 0.22% | 72 |
|
|
2023
Q3 | $430K | Hold |
4,760
| – | – | 0.27% | 64 |
|
|
2023
Q2 | $386K | Sell |
4,760
-2,120
| -31% | -$172K | 0.23% | 66 |
|
|
2023
Q1 | $570K | Hold |
6,880
| – | – | 0.39% | 52 |
|
|
2022
Q4 | $602K | Buy |
+6,880
| New | +$602K | 0.46% | 48 |
|