Wealth Alliance’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 | $310K | Buy |
3,654
+17
| +0.5% | +$1.44K | 0.03% | 398 |
|
|
2025
Q1 | $340K | Sell |
3,637
-1,695
| -32% | -$158K | 0.04% | 364 |
|
|
2024
Q4 | $457K | Buy |
5,332
+399
| +8% | +$34.2K | 0.05% | 276 |
|
|
2024
Q3 | $433K | Buy |
4,933
+31
| +0.6% | +$2.72K | 0.05% | 301 |
|
|
2024
Q2 | $447K | Buy |
4,902
+352
| +8% | +$32.1K | 0.06% | 269 |
|
|
2024
Q1 | $430K | Buy |
4,550
+1,477
| +48% | +$139K | 0.06% | 306 |
|
|
2023
Q4 | $258K | Buy |
3,073
+7
| +0.2% | +$587 | 0.04% | 426 |
|
|
2023
Q3 | $277K | Buy |
3,066
+478
| +18% | +$43.2K | 0.04% | 372 |
|
|
2023
Q2 | $210K | Sell |
2,588
-6
| -0.2% | -$487 | 0.03% | 467 |
|
|
2023
Q1 | $215K | Buy |
2,594
+239
| +10% | +$19.8K | 0.03% | 462 |
|
|
2022
Q4 | $206K | Buy |
+2,355
| New | +$206K | 0.04% | 460 |
|