IAM Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,053
| Closed | -$276K | – | 105 |
|
|
2023
Q3 | $276K | Buy |
+3,053
| New | +$276K | 0.1% | 80 |
|
|
2023
Q2 | – | Sell |
-2,625
| Closed | -$217K | – | 102 |
|
|
2023
Q1 | $217K | Sell |
2,625
-1,318
| -33% | -$109K | 0.08% | 85 |
|
|
2022
Q4 | $345K | Buy |
3,943
+277
| +8% | +$24.2K | 0.13% | 71 |
|
|
2022
Q3 | $264K | Sell |
3,666
-822
| -18% | -$59.2K | 0.11% | 67 |
|
|
2022
Q2 | $321K | Buy |
+4,488
| New | +$321K | 0.13% | 64 |
|