BIA
Benchmark Investment 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
Q1 | – | Sell |
-2,489
| Closed | -$213K | – | 91 |
|
|
2024
Q4 | $213K | Buy |
2,489
+7
| +0.3% | +$600 | 0.14% | 84 |
|
|
2024
Q3 | $218K | Sell |
2,482
-200
| -7% | -$17.6K | 0.16% | 86 |
|
|
2024
Q2 | $244K | Sell |
2,682
-53
| -2% | -$4.83K | 0.18% | 82 |
|
|
2024
Q1 | $258K | Sell |
2,735
-2,480
| -48% | -$234K | 0.2% | 79 |
|
|
2023
Q4 | $437K | Sell |
5,215
-2,158
| -29% | -$181K | 0.41% | 59 |
|
|
2023
Q3 | $666K | Buy |
7,373
+290
| +4% | +$26.2K | 0.67% | 46 |
|
|
2023
Q2 | $575K | Sell |
7,083
-1,085
| -13% | -$88.1K | 0.53% | 53 |
|
|
2023
Q1 | $677K | Sell |
8,168
-1,939
| -19% | -$161K | 0.69% | 47 |
|
|
2022
Q4 | $884K | Buy |
10,107
+64
| +0.6% | +$5.6K | 0.93% | 35 |
|
|
2022
Q3 | $723K | Sell |
10,043
-5,977
| -37% | -$430K | 0.78% | 43 |
|
|
2022
Q2 | $1.15M | Buy |
16,020
+8,680
| +118% | +$621K | 1.19% | 25 |
|
|
2022
Q1 | $561K | Sell |
7,340
-9,182
| -56% | -$702K | 0.42% | 61 |
|
|
2021
Q4 | $917K | Buy |
+16,522
| New | +$917K | 0.76% | 44 |
|