Wealth Quarterback’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 |
-2,144
| Closed | -$200K | – | 144 |
|
|
2025
Q1 | $200K | Buy |
+2,144
| New | +$200K | 0.11% | 121 |
|
|
2023
Q4 | – | Sell |
-2,362
| Closed | -$213K | – | 128 |
|
|
2023
Q3 | $213K | Buy |
+2,362
| New | +$213K | 0.18% | 101 |
|
|
2023
Q1 | – | Sell |
-2,348
| Closed | -$205K | – | 129 |
|
|
2022
Q4 | $205K | Sell |
2,348
-771
| -25% | -$67.4K | 0.17% | 103 |
|
|
2022
Q3 | $225K | Sell |
3,119
-551
| -15% | -$39.7K | 0.24% | 91 |
|
|
2022
Q2 | $262K | Buy |
+3,670
| New | +$262K | 0.2% | 90 |
|
|
2021
Q3 | $127K | Buy |
2,438
+2,245
| +1,163% | +$117K | 0.08% | 144 |
|
|
2021
Q2 | $11K | Buy |
+193
| New | +$11K | 0.01% | 468 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1.45K | – | 805 |
|
|
2020
Q1 | $1.45K | Sell |
50
-7,145
| -99% | -$208K | ﹤0.01% | 789 |
|
|
2019
Q4 | $5.16K | Buy |
+7,195
| New | +$5.16K | ﹤0.01% | 630 |
|