West Wealth Group’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 | $314K | Buy |
+3,712
| New | +$314K | 0.08% | 83 |
|
|
2023
Q3 | – | Sell |
-2,908
| Closed | -$236K | – | 85 |
|
|
2023
Q2 | $236K | Buy |
2,908
+8
| +0.3% | +$649 | 0.1% | 61 |
|
|
2023
Q1 | $240K | Sell |
2,900
-12,497
| -81% | -$1.04M | 0.11% | 55 |
|
|
2022
Q4 | $1.35M | Sell |
15,397
-3,533
| -19% | -$309K | 0.67% | 21 |
|
|
2022
Q3 | $1.36M | Sell |
18,930
-30,116
| -61% | -$2.17M | 0.69% | 22 |
|
|
2022
Q2 | $3.51M | Sell |
49,046
-35,690
| -42% | -$2.55M | 1.63% | 13 |
|
|
2022
Q1 | $6.48M | Sell |
84,736
-21,873
| -21% | -$1.67M | 2.57% | 11 |
|
|
2021
Q4 | $5.92M | Buy |
+106,609
| New | +$5.92M | 2.23% | 14 |
|