Wells Financial 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 | $120K | Hold |
1,410
| – | – | 0.16% | 49 |
|
|
2025
Q1 | $132K | Hold |
1,410
| – | – | 0.18% | 43 |
|
|
2024
Q4 | $121K | Hold |
1,410
| – | – | 0.16% | 48 |
|
|
2024
Q3 | $124K | Sell |
1,410
-20
| -1% | -$1.76K | 0.17% | 48 |
|
|
2024
Q2 | $130K | Sell |
1,430
-180
| -11% | -$16.4K | 0.09% | 58 |
|
|
2024
Q1 | $152K | Sell |
1,610
-2,070
| -56% | -$195K | 0.1% | 46 |
|
|
2023
Q4 | $309K | Hold |
3,680
| – | – | 0.22% | 34 |
|
|
2023
Q3 | $333K | Buy |
3,680
+270
| +8% | +$24.4K | 0.26% | 31 |
|
|
2023
Q2 | $277K | Sell |
3,410
-450
| -12% | -$36.5K | 0.21% | 34 |
|
|
2023
Q1 | $320K | Buy |
3,860
+1,370
| +55% | +$113K | 0.25% | 33 |
|
|
2022
Q4 | $218K | Buy |
2,490
+1,690
| +211% | +$148K | 0.18% | 38 |
|
|
2022
Q3 | $58K | Buy |
+800
| New | +$58K | 0.06% | 48 |
|