Aull & Monroe 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 | – | Sell |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $472K | Buy |
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