Wealthstar Advisors’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 | $868K | Buy |
10,234
+89
| +0.9% | +$7.55K | 0.33% | 57 |
|
|
2025
Q1 | $948K | Buy |
10,145
+124
| +1% | +$11.6K | 0.43% | 53 |
|
|
2024
Q4 | $858K | Buy |
+10,021
| New | +$858K | 0.37% | 52 |
|
|
2024
Q2 | $2.95M | Buy |
32,408
+23,129
| +249% | +$2.11M | 2.4% | 11 |
|
|
2024
Q1 | $876K | Sell |
9,279
-489
| -5% | -$46.2K | 0.3% | 48 |
|
|
2023
Q4 | $819K | Sell |
9,768
-186
| -2% | -$15.6K | 0.13% | 51 |
|
|
2023
Q3 | $900K | Sell |
9,954
-297
| -3% | -$26.8K | 0.35% | 32 |
|
|
2023
Q2 | $832K | Sell |
10,251
-393
| -4% | -$31.9K | 0.35% | 34 |
|
|
2023
Q1 | $882K | Buy |
10,644
+193
| +2% | +$16K | 0.33% | 33 |
|
|
2022
Q4 | $914K | Buy |
10,451
+208
| +2% | +$18.2K | 0.42% | 31 |
|
|
2022
Q3 | $734K | Sell |
10,243
-291
| -3% | -$20.9K | 0.35% | 35 |
|
|
2022
Q2 | $747K | Buy |
10,534
+310
| +3% | +$22K | 0.29% | 44 |
|
|
2022
Q1 | $801K | Buy |
10,224
+1,757
| +21% | +$138K | 0.3% | 45 |
|
|
2021
Q4 | $471K | Buy |
8,467
+3,902
| +85% | +$217K | 0.16% | 52 |
|
|
2021
Q3 | $237K | Buy |
4,565
+790
| +21% | +$41K | 0.07% | 76 |
|
|
2021
Q2 | $201K | Buy |
+3,775
| New | +$201K | 0.06% | 98 |
|