Wilson & Boucher 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 | $1.09M | Sell |
12,900
-200
| -2% | -$17K | 0.76% | 35 |
|
|
2025
Q1 | $1.22M | Buy |
13,100
+1,030
| +9% | +$96.3K | 0.91% | 32 |
|
|
2024
Q4 | $1.03M | Sell |
12,070
-199
| -2% | -$17K | 0.73% | 39 |
|
|
2024
Q3 | $1.08M | Sell |
12,269
-200
| -2% | -$17.6K | 0.74% | 39 |
|
|
2024
Q2 | $1.14M | Buy |
12,469
+219
| +2% | +$20K | 0.87% | 34 |
|
|
2024
Q1 | $1.16M | Sell |
12,250
-150
| -1% | -$14.2K | 0.91% | 32 |
|
|
2023
Q4 | $1.04M | Buy |
12,400
+201
| +2% | +$16.9K | 0.88% | 32 |
|
|
2023
Q3 | $1.1M | Hold |
12,199
| – | – | 1.05% | 27 |
|
|
2023
Q2 | $990K | Sell |
12,199
-280
| -2% | -$22.7K | 0.89% | 33 |
|
|
2023
Q1 | $1.03M | Buy |
12,479
+1,931
| +18% | +$160K | 0.99% | 32 |
|
|
2022
Q4 | $923K | Buy |
10,548
+269
| +3% | +$23.5K | 0.95% | 36 |
|
|
2022
Q3 | $740K | Buy |
10,279
+311
| +3% | +$22.4K | 0.86% | 41 |
|
|
2022
Q2 | $713K | Buy |
9,968
+155
| +2% | +$11.1K | 0.78% | 43 |
|
|
2022
Q1 | $750K | Buy |
9,813
+2,054
| +26% | +$157K | 0.68% | 49 |
|
|
2021
Q4 | $431K | Buy |
+7,759
| New | +$431K | 0.39% | 72 |
|