Winch Advisory Services’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 | $134K | Buy |
1,575
+13
| +0.8% | +$1.1K | 0.03% | 108 |
|
|
2025
Q1 | $146K | Sell |
1,562
-71
| -4% | -$6.64K | 0.04% | 101 |
|
|
2024
Q4 | $140K | Sell |
1,633
-238
| -13% | -$20.4K | 0.04% | 103 |
|
|
2024
Q3 | $164K | Sell |
1,871
-13
| -0.7% | -$1.14K | 0.05% | 97 |
|
|
2024
Q2 | $172K | Sell |
1,884
-153
| -8% | -$13.9K | 0.05% | 91 |
|
|
2024
Q1 | $192K | Sell |
2,037
-160
| -7% | -$15.1K | 0.06% | 83 |
|
|
2023
Q4 | $184K | Sell |
2,197
-23
| -1% | -$1.93K | 0.06% | 82 |
|
|
2023
Q3 | $201K | Sell |
2,220
-57
| -3% | -$5.16K | 0.07% | 75 |
|
|
2023
Q2 | $185K | Buy |
2,277
+111
| +5% | +$9.02K | 0.07% | 79 |
|
|
2023
Q1 | $179K | Buy |
2,166
+81
| +4% | +$6.69K | 0.07% | 79 |
|
|
2022
Q4 | $182K | Buy |
2,085
+450
| +28% | +$39.3K | 0.08% | 77 |
|
|
2022
Q3 | $118K | Buy |
1,635
+3
| +0.2% | +$217 | 0.05% | 87 |
|
|
2022
Q2 | $117K | Buy |
1,632
+49
| +3% | +$3.51K | 0.05% | 91 |
|
|
2022
Q1 | $121K | Buy |
1,583
+74
| +5% | +$5.66K | 0.04% | 91 |
|
|
2021
Q4 | $84K | Buy |
1,509
+92
| +6% | +$5.12K | 0.03% | 101 |
|
|
2021
Q3 | $74K | Buy |
1,417
+4
| +0.3% | +$209 | 0.03% | 106 |
|
|
2021
Q2 | $76K | Sell |
1,413
-59,911
| -98% | -$3.22M | 0.03% | 106 |
|
|
2021
Q1 | $3.01M | Buy |
61,324
+936
| +2% | +$45.9K | 1.21% | 24 |
|
|
2020
Q4 | $2.29M | Buy |
60,388
+59,111
| +4,629% | +$2.24M | 0.95% | 26 |
|
|
2020
Q3 | $38K | Sell |
1,277
-10
| -0.8% | -$298 | 0.02% | 106 |
|
|
2020
Q2 | $49K | Buy |
1,287
+7
| +0.5% | +$267 | 0.02% | 92 |
|
|
2020
Q1 | $37K | Buy |
1,280
+23
| +2% | +$665 | 0.02% | 100 |
|
|
2019
Q4 | $75K | Sell |
1,257
-1,235
| -50% | -$73.7K | 0.04% | 91 |
|
|
2019
Q3 | $148K | Sell |
2,492
-27
| -1% | -$1.6K | 0.08% | 67 |
|
|
2019
Q2 | $160K | Sell |
2,519
-90
| -3% | -$5.72K | 0.08% | 66 |
|
|
2019
Q1 | $172K | Buy |
2,609
+400
| +18% | +$26.4K | 0.1% | 74 |
|
|
2018
Q4 | $127K | Buy |
2,209
+40
| +2% | +$2.3K | 0.07% | 72 |
|
|
2018
Q3 | $164K | Buy |
2,169
+418
| +24% | +$31.6K | 0.08% | 76 |
|
|
2018
Q2 | $133K | Buy |
1,751
+831
| +90% | +$63.1K | 0.07% | 80 |
|
|
2018
Q1 | $62K | Hold |
920
| – | – | 0.04% | 104 |
|
|
2017
Q4 | $66K | Hold |
920
| – | – | 0.04% | 89 |
|
|
2017
Q3 | $64K | Sell |
920
-5,157
| -85% | -$359K | 0.04% | 82 |
|
|
2017
Q2 | $395K | Sell |
6,077
-91
| -1% | -$5.92K | 0.25% | 54 |
|
|
2017
Q1 | $431K | Buy |
6,168
+2,028
| +49% | +$142K | 0.27% | 54 |
|
|
2016
Q4 | $312K | Buy |
4,140
+2,593
| +168% | +$195K | 0.21% | 57 |
|
|
2016
Q3 | $109K | Sell |
1,547
-20
| -1% | -$1.41K | 0.09% | 76 |
|
|
2016
Q2 | $107K | Buy |
+1,567
| New | +$107K | 0.13% | 55 |
|
|
2015
Q3 | – | Sell |
-31
| Closed | -$2K | – | 293 |
|
|
2015
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 256 |
|
|
2015
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 284 |
|
|
2014
Q2 | – | Sell |
-18,409
| Closed | -$1.64M | – | 295 |
|
|
2014
Q1 | $1.64M | Buy |
+18,409
| New | +$1.64M | 1.04% | 27 |
|