GMFG
Greater Midwest Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-89,464
| Closed | -$7.85M | – | 61 |
|
|
2024
Q3 | $7.85M | Buy |
89,464
+985
| +1% | +$86.5K | 4.61% | 9 |
|
|
2024
Q2 | $7.92M | Buy |
88,479
+1,805
| +2% | +$162K | 5.02% | 8 |
|
|
2024
Q1 | $8.18M | Sell |
86,674
-5,476
| -6% | -$517K | 5.12% | 8 |
|
|
2023
Q4 | $7.73M | Buy |
+92,150
| New | +$7.73M | 5.26% | 8 |
|