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Empirical Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Empirical Asset Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,468
Closed -$422K – 395
2024
Q1 		$422K Buy
4,468
+154
+4% +$14.5K 0.2% 132
2023
Q4 		$362K Buy
+4,314
New +$362K 0.3% 116