IMZ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
53,311
+4,129
| +8% | +$355K | 1.83% | 13 |
|
|
2025
Q1 | $4.6M | Sell |
49,182
-5,466
| -10% | -$511K | 2.08% | 13 |
|
|
2024
Q4 | $4.68M | Sell |
54,648
-8,756
| -14% | -$750K | 2.14% | 11 |
|
|
2024
Q3 | $5.91M | Sell |
63,404
-15,064
| -19% | -$1.4M | 2.73% | 11 |
|
|
2024
Q2 | $7.15M | Buy |
78,468
+7,821
| +11% | +$713K | 3.57% | 9 |
|
|
2024
Q1 | $6.67M | Sell |
70,647
-2,533
| -3% | -$239K | 3.44% | 9 |
|
|
2023
Q4 | $6.26M | Buy |
+73,180
| New | +$6.26M | 3.38% | 9 |
|