Indiana Trust & Investment Management’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 | $241K | Buy |
2,843
+244
| +9% | +$20.7K | 0.08% | 156 |
|
|
2025
Q1 | $243K | Sell |
2,599
-185
| -7% | -$17.3K | 0.09% | 149 |
|
|
2024
Q4 | $238K | Hold |
2,784
| – | – | 0.08% | 152 |
|
|
2024
Q3 | $244K | Buy |
2,784
+294
| +12% | +$25.8K | 0.08% | 154 |
|
|
2024
Q2 | $227K | Buy |
2,490
+1,691
| +212% | +$154K | 0.08% | 150 |
|
|
2024
Q1 | $75.4K | Hold |
799
| – | – | 0.03% | 248 |
|
|
2023
Q4 | $67K | Buy |
799
+29
| +4% | +$2.43K | 0.03% | 241 |
|
|
2023
Q3 | $69.6K | Buy |
+770
| New | +$69.6K | 0.04% | 227 |
|