Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $232K | Sell |
2,590
-4,821
| -65% | -$433K | 0.21% | 62 |
|
|
2024
Q3 | $657K | Buy |
+7,411
| New | +$657K | 0.5% | 42 |
|
|
2024
Q2 | – | Sell |
-8,320
| Closed | -$785K | – | 181 |
|
|
2024
Q1 | $785K | Sell |
8,320
-7,284
| -47% | -$688K | 0.37% | 69 |
|
|
2023
Q4 | $1.31M | Buy |
+15,604
| New | +$1.31M | 1.11% | 28 |
|
|
2020
Q4 | $1.31M | Buy |
+15,604
| New | +$1.31M | 1.11% | 28 |
|