AAG
Armstrong Advisory Group’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 | $10.8M | Sell |
127,925
-1,872
| -1% | -$159K | 0.82% | 25 |
|
|
2025
Q1 | $11.1M | Hold |
129,797
| – | – | 0.89% | 22 |
|
|
2024
Q4 | $11.1M | Buy |
129,797
+3,795
| +3% | +$325K | 0.89% | 22 |
|
|
2024
Q3 | $11.1M | Sell |
126,002
-40,048
| -24% | -$3.52M | 0.92% | 22 |
|
|
2024
Q2 | $15.1M | Sell |
166,050
-6,646
| -4% | -$606K | 1.34% | 18 |
|
|
2024
Q1 | $14.5M | Hold |
172,696
| – | – | 1.41% | 19 |
|
|
2023
Q4 | $14.5M | Buy |
172,696
+465
| +0.3% | +$39K | 1.41% | 19 |
|
|
2023
Q3 | $15.6M | Sell |
172,231
-14,642
| -8% | -$1.32M | 1.7% | 18 |
|
|
2023
Q2 | $15.2M | Buy |
186,873
+1,149
| +0.6% | +$93.3K | 1.61% | 18 |
|
|
2023
Q1 | $15.4M | Sell |
185,724
-31,634
| -15% | -$2.62M | 1.82% | 17 |
|
|
2022
Q4 | $19M | Buy |
+217,358
| New | +$19M | 2.5% | 11 |
|