Wealthspan 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 | $261K | Sell |
3,079
-311
| -9% | -$26.4K | 0.11% | 99 |
|
|
2025
Q1 | $317K | Buy |
3,390
+2
| +0.1% | +$187 | 0.15% | 86 |
|
|
2024
Q4 | $290K | Sell |
3,388
-104
| -3% | -$8.91K | 0.14% | 90 |
|
|
2024
Q3 | $307K | Sell |
3,492
-197
| -5% | -$17.3K | 0.15% | 86 |
|
|
2024
Q2 | $336K | Sell |
3,689
-227
| -6% | -$20.7K | 0.19% | 75 |
|
|
2024
Q1 | $370K | Sell |
3,916
-274
| -7% | -$25.9K | 0.22% | 69 |
|
|
2023
Q4 | $351K | Sell |
4,190
-72
| -2% | -$6.04K | 0.25% | 61 |
|
|
2023
Q3 | $385K | Sell |
4,262
-529
| -11% | -$47.8K | 0.3% | 56 |
|
|
2023
Q2 | $389K | Sell |
4,791
-338
| -7% | -$27.4K | 0.31% | 53 |
|
|
2023
Q1 | $425K | Sell |
5,129
-96
| -2% | -$7.95K | 0.36% | 51 |
|
|
2022
Q4 | $457K | Buy |
5,225
+719
| +16% | +$62.9K | 0.42% | 43 |
|
|
2022
Q3 | $325K | Buy |
+4,506
| New | +$325K | 0.34% | 48 |
|