Wedmont Private Capital’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 | $817K | Sell |
9,278
-526
| -5% | -$46.3K | 0.03% | 304 |
|
|
2025
Q1 | $773K | Sell |
9,804
-104
| -1% | -$8.21K | 0.04% | 267 |
|
|
2024
Q4 | $876K | Buy |
9,908
+74
| +0.8% | +$6.54K | 0.05% | 250 |
|
|
2024
Q3 | $920K | Buy |
9,834
+610
| +7% | +$57K | 0.05% | 221 |
|
|
2024
Q2 | $835K | Buy |
9,224
+9
| +0.1% | +$815 | 0.05% | 228 |
|
|
2024
Q1 | $898K | Buy |
9,215
+32
| +0.3% | +$3.12K | 0.07% | 199 |
|
|
2023
Q4 | $769K | Buy |
9,183
+774
| +9% | +$64.8K | 0.06% | 212 |
|
|
2023
Q3 | $745K | Buy |
8,409
+1,079
| +15% | +$95.6K | 0.08% | 176 |
|
|
2023
Q2 | $597K | Buy |
7,330
+3,048
| +71% | +$248K | 0.06% | 211 |
|
|
2023
Q1 | $367K | Buy |
4,282
+14
| +0.3% | +$1.2K | 0.05% | 285 |
|
|
2022
Q4 | $374K | Buy |
4,268
+615
| +17% | +$53.9K | 0.06% | 281 |
|
|
2022
Q3 | $263K | Buy |
3,653
+379
| +12% | +$27.3K | 0.05% | 284 |
|
|
2022
Q2 | $234K | Buy |
+3,274
| New | +$234K | 0.05% | 291 |
|