BMM
Berkshire Money Management’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 | $191K | Buy |
2,252
+9
| +0.4% | +$763 | 0.02% | 106 |
|
|
2025
Q1 | $210K | Buy |
+2,243
| New | +$210K | 0.02% | 97 |
|
|
2024
Q2 | – | Sell |
-2,211
| Closed | -$209K | – | 85 |
|
|
2024
Q1 | $209K | Buy |
+2,211
| New | +$209K | 0.03% | 83 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$7K | – | 84 |
|
|
2020
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 69 |
|