EMAM
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 |
|