WealthShield 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 | $38.9K | Sell |
459
-417
| -48% | -$35.3K | ﹤0.01% | 432 |
|
|
2025
Q1 | $81.8K | Buy |
876
+198
| +29% | +$18.5K | 0.01% | 386 |
|
|
2024
Q4 | $58.1K | Sell |
678
-420
| -38% | -$36K | 0.01% | 374 |
|
|
2024
Q3 | $96.4K | Buy |
1,098
+420
| +62% | +$36.9K | 0.01% | 350 |
|
|
2024
Q2 | $61.8K | Hold |
678
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $64K | Sell |
678
-398
| -37% | -$37.6K | 0.01% | 344 |
|
|
2023
Q4 | $90.2K | Sell |
1,076
-2,972
| -73% | -$249K | 0.01% | 327 |
|
|
2023
Q3 | $366K | Sell |
4,048
-1,400
| -26% | -$127K | 0.06% | 228 |
|
|
2023
Q2 | $442K | Sell |
5,448
-463
| -8% | -$37.6K | 0.07% | 214 |
|
|
2023
Q1 | $490K | Buy |
5,911
+175
| +3% | +$14.5K | 0.08% | 206 |
|
|
2022
Q4 | $502K | Buy |
5,736
+317
| +6% | +$27.7K | 0.1% | 194 |
|
|
2022
Q3 | $390K | Buy |
+5,419
| New | +$390K | 0.08% | 226 |
|
|
2022
Q2 | – | Sell |
-91,992
| Closed | -$7.03M | – | 336 |
|
|
2022
Q1 | $7.03M | Sell |
91,992
-14,553
| -14% | -$1.11M | 1.13% | 19 |
|
|
2021
Q4 | $5.91M | Buy |
+106,545
| New | +$5.91M | 0.98% | 27 |
|
|
2021
Q3 | – | Sell |
-93,666
| Closed | -$5.05M | – | 762 |
|
|
2021
Q2 | $5.05M | Buy |
93,666
+93,589
| +121,544% | +$5.04M | 0.79% | 37 |
|
|
2021
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 1011 |
|
|
2020
Q4 | – | Sell |
-938
| Closed | -$28K | – | 424 |
|
|
2020
Q3 | $28K | Buy |
938
+513
| +121% | +$15.3K | 0.01% | 324 |
|
|
2020
Q2 | $16K | Buy |
425
+377
| +785% | +$14.2K | 0.01% | 284 |
|
|
2020
Q1 | $1K | Buy |
48
+3
| +7% | +$62 | ﹤0.01% | 262 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 253 |
|
|
2019
Q2 | – | Sell |
-164
| Closed | -$11K | – | 280 |
|
|
2019
Q1 | $11K | Hold |
164
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $9K | Buy |
164
+119
| +264% | +$6.53K | 0.01% | 204 |
|
|
2018
Q3 | $3K | Sell |
45
-30
| -40% | -$2K | ﹤0.01% | 238 |
|
|
2018
Q2 | $6K | Sell |
75
-20
| -21% | -$1.6K | ﹤0.01% | 212 |
|
|
2018
Q1 | $6K | Sell |
95
-129
| -58% | -$8.15K | ﹤0.01% | 207 |
|
|
2017
Q4 | $16K | Buy |
+224
| New | +$16K | 0.01% | 185 |
|