WealthCare Investment Partners’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 | $4.88M | Sell |
56,017
-960
| -2% | -$83.5K | 1.75% | 14 |
|
|
2025
Q1 | $4.52M | Sell |
56,977
-1,337
| -2% | -$106K | 1.92% | 12 |
|
|
2024
Q4 | $5.05M | Sell |
58,314
-2,241
| -4% | -$194K | 2.2% | 11 |
|
|
2024
Q3 | $5.66M | Sell |
60,555
-408
| -0.7% | -$38.2K | 2.48% | 7 |
|
|
2024
Q2 | $5.56M | Buy |
60,963
+674
| +1% | +$61.4K | 2.58% | 6 |
|
|
2024
Q1 | $5.69M | Sell |
60,289
-2,541
| -4% | -$240K | 2.75% | 6 |
|
|
2023
Q4 | $5.26M | Sell |
62,830
-1,375
| -2% | -$115K | 2.87% | 6 |
|
|
2023
Q3 | $5.69M | Sell |
64,205
-5,603
| -8% | -$496K | 3.46% | 6 |
|
|
2023
Q2 | $5.65M | Sell |
69,808
-17,953
| -20% | -$1.45M | 3.39% | 6 |
|
|
2023
Q1 | $7.27M | Sell |
87,761
-1,378
| -2% | -$114K | 4.4% | 4 |
|
|
2022
Q4 | $7.8M | Buy |
89,139
+4,290
| +5% | +$375K | 5.31% | 4 |
|
|
2022
Q3 | $6.11M | Buy |
84,849
+3,369
| +4% | +$243K | 5.06% | 3 |
|
|
2022
Q2 | $5.83M | Buy |
81,480
+4,868
| +6% | +$348K | 4.99% | 3 |
|
|
2022
Q1 | $6.1M | Buy |
76,612
+11,017
| +17% | +$877K | 5.42% | 3 |
|
|
2021
Q4 | $3.64M | Buy |
+65,595
| New | +$3.64M | 3.52% | 3 |
|