Westover Capital 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 | $526K | Sell |
6,200
-13
| -0.2% | -$1.1K | 0.11% | 139 |
|
|
2025
Q1 | $581K | Buy |
6,213
+13
| +0.2% | +$1.22K | 0.13% | 131 |
|
|
2024
Q4 | $531K | Sell |
6,200
-11,640
| -65% | -$997K | 0.12% | 142 |
|
|
2024
Q3 | $1.57M | Buy |
17,840
+11,640
| +188% | +$1.02M | 0.3% | 76 |
|
|
2024
Q2 | $565K | Buy |
+6,200
| New | +$565K | 0.15% | 118 |
|
|
2023
Q1 | – | Sell |
-2,522
| Closed | -$221K | – | 167 |
|
|
2022
Q4 | $221K | Buy |
+2,522
| New | +$221K | 0.09% | 141 |
|