EMAM
XLE icon

Encompass More 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
$394K Buy
4,650
+195
+4% +$16.5K 0.09% 139
2025
Q1
$416K Sell
4,455
-21,724
-83% -$2.03M 0.12% 127
2024
Q4
$2.24M Sell
26,179
-28,143
-52% -$2.41M 0.74% 36
2024
Q3
$4.77M Buy
54,322
+48,136
+778% +$4.23M 1.82% 9
2024
Q2
$564K Buy
6,186
+533
+9% +$48.6K 0.4% 51
2024
Q1
$534K Sell
5,653
-137
-2% -$12.9K 0.44% 53
2023
Q4
$485K Buy
+5,790
New +$485K 0.55% 50