WealthBridge Capital 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 | $348K | Sell |
4,107
-3,669
| -47% | -$311K | 0.09% | 153 |
|
|
2025
Q1 | $727K | Sell |
7,776
-795
| -9% | -$74.3K | 0.21% | 86 |
|
|
2024
Q4 | $734K | Buy |
8,571
+614
| +8% | +$52.6K | 0.2% | 83 |
|
|
2024
Q3 | $699K | Buy |
7,957
+70
| +0.9% | +$6.15K | 0.2% | 89 |
|
|
2024
Q2 | $719K | Buy |
7,887
+1,210
| +18% | +$110K | 0.24% | 77 |
|
|
2024
Q1 | $630K | Buy |
6,677
+87
| +1% | +$8.21K | 0.21% | 85 |
|
|
2023
Q4 | $553K | Sell |
6,590
-1,360
| -17% | -$114K | 0.21% | 84 |
|
|
2023
Q3 | $719K | Buy |
7,950
+847
| +12% | +$76.6K | 0.3% | 66 |
|
|
2023
Q2 | $577K | Sell |
7,103
-154
| -2% | -$12.5K | 0.23% | 83 |
|
|
2023
Q1 | $601K | Buy |
7,257
+1,014
| +16% | +$84K | 0.24% | 82 |
|
|
2022
Q4 | $546K | Buy |
6,243
+757
| +14% | +$66.2K | 0.23% | 87 |
|
|
2022
Q3 | $392K | Hold |
5,486
| – | – | 0.17% | 119 |
|
|
2022
Q2 | $392K | Buy |
5,486
+2,138
| +64% | +$153K | 0.17% | 119 |
|
|
2022
Q1 | $256K | Sell |
3,348
-260
| -7% | -$19.9K | 0.1% | 150 |
|
|
2021
Q4 | $200K | Sell |
3,608
-1,421
| -28% | -$78.8K | 0.07% | 163 |
|
|
2021
Q3 | $262K | Sell |
5,029
-3,668
| -42% | -$191K | 0.1% | 138 |
|
|
2021
Q2 | $469K | Buy |
8,697
+2,739
| +46% | +$148K | 0.17% | 100 |
|
|
2021
Q1 | $292K | Buy |
+5,958
| New | +$292K | 0.12% | 123 |
|
|
2019
Q3 | – | Sell |
-4,487
| Closed | -$257K | – | 130 |
|
|
2019
Q2 | $257K | Buy |
4,487
+883
| +25% | +$50.6K | 0.23% | 86 |
|
|
2019
Q1 | $230K | Sell |
3,604
-883
| -20% | -$56.4K | 0.15% | 100 |
|
|
2018
Q4 | $257K | Buy |
+4,487
| New | +$257K | 0.2% | 86 |
|