Well Done LLC’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 | $233K | Hold |
2,742
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $235K | Hold |
2,742
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $241K | Hold |
2,742
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $241K | Hold |
2,742
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $250K | Hold |
2,742
| – | – | 0.05% | 158 |
|
|
2024
Q1 | $259K | Hold |
2,742
| – | – | 0.05% | 159 |
|
|
2023
Q4 | $230K | Sell |
2,742
-12
| -0.4% | -$1.01K | 0.05% | 165 |
|
|
2023
Q3 | $249K | Buy |
2,754
+12
| +0.4% | +$1.09K | 0.06% | 140 |
|
|
2023
Q2 | $223K | Hold |
2,742
| – | – | 0.05% | 148 |
|
|
2023
Q1 | $227K | Hold |
2,742
| – | – | 0.05% | 155 |
|
|
2022
Q4 | $240K | Sell |
2,742
-58
| -2% | -$5.07K | 0.05% | 157 |
|
|
2022
Q3 | $202K | Hold |
2,800
| – | – | 0.05% | 159 |
|
|
2022
Q2 | $200K | Hold |
2,800
| – | – | 0.04% | 167 |
|
|
2022
Q1 | $214K | Buy |
+2,800
| New | +$214K | 0.04% | 175 |
|
|
2020
Q1 | – | Sell |
-4,283
| Closed | -$257K | – | 161 |
|
|
2019
Q4 | $257K | Hold |
4,283
| – | – | 0.06% | 126 |
|
|
2019
Q3 | $254K | Sell |
4,283
-50
| -1% | -$2.97K | 0.06% | 130 |
|
|
2019
Q2 | $276K | Buy |
4,333
+50
| +1% | +$3.19K | 0.06% | 120 |
|
|
2019
Q1 | $283K | Sell |
4,283
-34
| -0.8% | -$2.25K | 0.07% | 117 |
|
|
2018
Q4 | $248K | Buy |
4,317
+770
| +22% | +$44.2K | 0.07% | 121 |
|
|
2018
Q3 | $269K | Hold |
3,547
| – | – | 0.08% | 114 |
|
|
2018
Q2 | $269K | Sell |
3,547
-268
| -7% | -$20.3K | 0.08% | 111 |
|
|
2018
Q1 | $257K | Hold |
3,815
| – | – | 0.08% | 96 |
|
|
2017
Q4 | $276K | Buy |
+3,815
| New | +$276K | 0.09% | 97 |
|
|
2017
Q3 | – | Sell |
-3,137
| Closed | -$204K | – | 145 |
|
|
2017
Q2 | $204K | Sell |
3,137
-1,390
| -31% | -$90.4K | 0.07% | 101 |
|
|
2017
Q1 | $316K | Buy |
4,527
+1,055
| +30% | +$73.6K | 0.11% | 79 |
|
|
2016
Q4 | $262K | Hold |
3,472
| – | – | 0.1% | 78 |
|
|
2016
Q3 | $245 | Buy |
+3,472
| New | +$245 | 0.09% | 74 |
|