AMI 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
Q3 | $5.05M | Sell |
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|
2025
Q2 | $5.02M | Sell |
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|
2025
Q1 | $5.66M | Sell |
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|
2024
Q4 | $5.68M | Buy |
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|
2024
Q3 | $5.16M | Sell |
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|
2024
Q2 | $5.72M | Sell |
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|
2024
Q1 | $6.11M | Sell |
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|
2023
Q4 | $6.16M | Buy |
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|
2023
Q3 | $6.43M | Sell |
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|
2023
Q2 | $5.83M | Buy |
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|
2023
Q1 | $5.86M | Buy |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $4.98M | Buy |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $2.95M | Hold |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $3.32M | Sell |
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|
2019
Q3 | $3.8M | Buy |
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|
2019
Q2 | $3.85M | Hold |
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|
2019
Q1 | $4M | Hold |
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|
2018
Q4 | $3.47M | Sell |
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|
2018
Q3 | $4.62M | Hold |
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|
2018
Q2 | $4.63M | Buy |
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|
2018
Q1 | $4.07M | Sell |
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|
2017
Q4 | $5.46M | Sell |
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|
2017
Q3 | $5.54M | Sell |
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|
2017
Q2 | $5.26M | Sell |
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|
2017
Q1 | $5.69M | Sell |
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|
2016
Q4 | $6.13M | Hold |
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|
2016
Q3 | $5.75M | Buy |
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|
2016
Q2 | $5.54M | Sell |
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|
2016
Q1 | $5.03M | Buy |
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|
2015
Q4 | $4.86M | Sell |
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|
2015
Q3 | $5.27M | Hold |
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|
2015
Q2 | $6.47M | Sell |
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|
2015
Q1 | $6.7M | Buy |
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|
2014
Q4 | $6.83M | Buy |
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|
2014
Q3 | $7.78M | Sell |
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|
2014
Q2 | $9.15M | Buy |
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|
2014
Q1 | $8.13M | Buy |
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|
2013
Q4 | $8.06M | Buy |
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|
2013
Q3 | $6.52M | Buy |
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|
2013
Q2 | $6.07M | Buy |
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