Whitener Capital Management’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 | $271K | Buy |
3,195
+402
| +14% | +$34.1K | 0.07% | 138 |
|
|
2025
Q1 | $261K | Buy |
2,793
+420
| +18% | +$39.2K | 0.07% | 139 |
|
|
2024
Q4 | $203K | Buy |
+2,373
| New | +$203K | 0.06% | 157 |
|
|
2024
Q3 | – | Sell |
-2,645
| Closed | -$241K | – | 161 |
|
|
2024
Q2 | $241K | Buy |
+2,645
| New | +$241K | 0.07% | 141 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | – | – | 519 |
|
|
2019
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 505 |
|
|
2019
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 474 |
|
|
2018
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 449 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | – | – | 417 |
|
|
2018
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 496 |
|