Westmount Partners’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 | $242K | Sell |
2,850
-390
| -12% | -$33.1K | 0.07% | 222 |
|
|
2025
Q1 | $303K | Buy |
3,240
+321
| +11% | +$30K | 0.09% | 181 |
|
|
2024
Q4 | $250K | Sell |
2,919
-15
| -0.5% | -$1.29K | 0.08% | 187 |
|
|
2024
Q3 | $258K | Buy |
2,934
+19
| +0.7% | +$1.67K | 0.08% | 183 |
|
|
2024
Q2 | $266K | Sell |
2,915
-103
| -3% | -$9.39K | 0.09% | 171 |
|
|
2024
Q1 | $285K | Sell |
3,018
-12
| -0.4% | -$1.13K | 0.1% | 166 |
|
|
2023
Q4 | $254K | Sell |
3,030
-88
| -3% | -$7.38K | 0.1% | 159 |
|
|
2023
Q3 | $282K | Sell |
3,118
-14
| -0.4% | -$1.27K | 0.12% | 154 |
|
|
2023
Q2 | $254K | Buy |
3,132
+68
| +2% | +$5.52K | 0.11% | 152 |
|
|
2023
Q1 | $254K | Buy |
3,064
+7
| +0.2% | +$580 | 0.12% | 152 |
|
|
2022
Q4 | $267K | Buy |
+3,057
| New | +$267K | 0.14% | 141 |
|