AAMA
Advanced Asset Management Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97K | Buy |
35
+5
| +17% | +$424 | ﹤0.01% | 83 |
|
|
2025
Q1 | $2.8K | Hold |
30
| – | – | ﹤0.01% | 82 |
|
|
2024
Q4 | $2.57K | Buy |
30
+10
| +50% | +$857 | ﹤0.01% | 82 |
|
|
2024
Q3 | $1.82K | Hold |
20
| – | – | ﹤0.01% | 84 |
|
|
2024
Q2 | $1.82K | Hold |
20
| – | – | ﹤0.01% | 85 |
|
|
2024
Q1 | $1.89K | Buy |
20
+5
| +33% | +$472 | ﹤0.01% | 91 |
|
|
2023
Q4 | $1.26K | Buy |
+15
| New | +$1.26K | ﹤0.01% | 93 |
|
|
2022
Q3 | – | Sell |
-99
| Closed | -$7K | – | 92 |
|
|
2022
Q2 | $7K | Hold |
99
| – | – | ﹤0.01% | 85 |
|
|
2022
Q1 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 83 |
|