Farmers & Merchants Investments Inc’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
3,561
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $333K | Hold |
3,561
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $305K | Hold |
3,561
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $313K | Sell |
3,561
-20
| -0.6% | -$1.76K | 0.01% | 274 |
|
|
2024
Q2 | $326K | Buy |
3,581
+370
| +12% | +$33.7K | 0.01% | 259 |
|
|
2024
Q1 | $303K | Sell |
3,211
-100
| -3% | -$9.44K | 0.01% | 259 |
|
|
2023
Q4 | $278K | Sell |
3,311
-143
| -4% | -$12K | 0.01% | 261 |
|
|
2023
Q3 | $312K | Sell |
3,454
-917
| -21% | -$82.9K | 0.01% | 249 |
|
|
2023
Q2 | $355K | Sell |
4,371
-600
| -12% | -$48.7K | 0.01% | 244 |
|
|
2023
Q1 | $412K | Buy |
4,971
+30
| +0.6% | +$2.49K | 0.02% | 238 |
|
|
2022
Q4 | $432K | Buy |
4,941
+550
| +13% | +$48.1K | 0.02% | 241 |
|
|
2022
Q3 | $316K | Buy |
4,391
+1,760
| +67% | +$127K | 0.01% | 262 |
|
|
2022
Q2 | $188K | Sell |
2,631
-70
| -3% | -$5K | 0.01% | 282 |
|
|
2022
Q1 | $206K | Sell |
2,701
-70
| -3% | -$5.34K | 0.01% | 288 |
|
|
2021
Q4 | $154K | Buy |
2,771
+140
| +5% | +$7.78K | 0.01% | 307 |
|
|
2021
Q3 | $137K | Buy |
2,631
+126
| +5% | +$6.56K | 0.01% | 307 |
|
|
2021
Q2 | $135K | Buy |
2,505
+485
| +24% | +$26.1K | 0.01% | 264 |
|
|
2021
Q1 | $99K | Hold |
2,020
| – | – | ﹤0.01% | 279 |
|
|
2020
Q4 | $77K | Hold |
2,020
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $60K | Hold |
2,020
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $76K | Hold |
2,020
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $59K | Sell |
2,020
-292
| -13% | -$8.53K | ﹤0.01% | 283 |
|
|
2019
Q4 | $139K | Sell |
2,312
-145
| -6% | -$8.72K | 0.01% | 245 |
|
|
2019
Q3 | $145K | Buy |
2,457
+437
| +22% | +$25.8K | 0.01% | 243 |
|
|
2019
Q2 | $129K | Hold |
2,020
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $134K | Sell |
2,020
-359
| -15% | -$23.8K | 0.01% | 246 |
|
|
2018
Q4 | $136K | Buy |
2,379
+104
| +5% | +$5.95K | 0.01% | 235 |
|
|
2018
Q3 | $172K | Sell |
2,275
-73
| -3% | -$5.52K | 0.01% | 233 |
|
|
2018
Q2 | $178K | Buy |
2,348
+255
| +12% | +$19.3K | 0.01% | 235 |
|
|
2018
Q1 | $141K | Hold |
2,093
| – | – | 0.01% | 247 |
|
|
2017
Q4 | $151K | Hold |
2,093
| – | – | 0.01% | 250 |
|
|
2017
Q3 | $143K | Hold |
2,093
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $136K | Hold |
2,093
| – | – | 0.01% | 252 |
|
|
2017
Q1 | $146K | Sell |
2,093
-1,420
| -40% | -$99.1K | 0.01% | 248 |
|
|
2016
Q4 | $265K | Buy |
3,513
+1,420
| +68% | +$107K | 0.02% | 221 |
|
|
2016
Q3 | $148K | Sell |
2,093
-53
| -2% | -$3.75K | 0.02% | 230 |
|
|
2016
Q2 | $146K | Buy |
2,146
+53
| +3% | +$3.61K | 0.02% | 216 |
|
|
2016
Q1 | $130K | Hold |
2,093
| – | – | 0.02% | 220 |
|
|
2015
Q4 | $126K | Hold |
2,093
| – | – | 0.02% | 237 |
|
|
2015
Q3 | $128K | Hold |
2,093
| – | – | 0.02% | 224 |
|
|
2015
Q2 | $157K | Hold |
2,093
| – | – | 0.02% | 219 |
|
|
2015
Q1 | $162K | Hold |
2,093
| – | – | 0.02% | 213 |
|
|
2014
Q4 | $166K | Sell |
2,093
-50
| -2% | -$3.97K | 0.02% | 207 |
|
|
2014
Q3 | $194K | Sell |
2,143
-12
| -0.6% | -$1.09K | 0.03% | 200 |
|
|
2014
Q2 | $216K | Buy |
2,155
+85
| +4% | +$8.52K | 0.03% | 197 |
|
|
2014
Q1 | $184K | Hold |
2,070
| – | – | 0.03% | 208 |
|
|
2013
Q4 | $183K | Hold |
2,070
| – | – | 0.03% | 210 |
|
|
2013
Q3 | $172K | Hold |
2,070
| – | – | 0.03% | 206 |
|
|
2013
Q2 | $162K | Buy |
+2,070
| New | +$162K | 0.02% | 211 |
|