CAM
Campion Asset 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 | $374K | Sell |
4,407
-125
| -3% | -$10.6K | 0.28% | 60 |
|
|
2025
Q1 | $424K | Buy |
4,532
+122
| +3% | +$11.4K | 0.33% | 57 |
|
|
2024
Q4 | $378K | Sell |
4,410
-210
| -5% | -$18K | 0.29% | 57 |
|
|
2024
Q3 | $406K | Hold |
4,620
| – | – | 0.3% | 61 |
|
|
2024
Q2 | $421K | Hold |
4,620
| – | – | 0.33% | 61 |
|
|
2024
Q1 | $436K | Hold |
4,620
| – | – | 0.34% | 61 |
|
|
2023
Q4 | $387K | Sell |
4,620
-160
| -3% | -$13.4K | 0.33% | 62 |
|
|
2023
Q3 | $432K | Buy |
4,780
+150
| +3% | +$13.6K | 0.4% | 57 |
|
|
2023
Q2 | $376K | Buy |
4,630
+325
| +8% | +$26.4K | 0.34% | 60 |
|
|
2023
Q1 | $357K | Buy |
+4,305
| New | +$357K | 0.34% | 64 |
|