WealthPlan Investment 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 | $296K | Buy |
+3,489
| New | +$296K | 0.02% | 293 |
|
|
2023
Q2 | – | Sell |
-390
| Closed | -$32.3K | – | 468 |
|
|
2023
Q1 | $32.3K | Sell |
390
-8,005
| -95% | -$663K | 0.01% | 273 |
|
|
2022
Q4 | $755K | Sell |
8,395
-285
| -3% | -$25.6K | 0.05% | 203 |
|
|
2022
Q3 | $739K | Buy |
+8,680
| New | +$739K | 0.05% | 192 |
|
|
2022
Q1 | $827K | Buy |
+11,007
| New | +$827K | 0.06% | 191 |
|