American Institute for Advanced Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $527K | Hold |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $496K | Buy |
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|
2021
Q4 | $332K | Buy |
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