Insigneo Advisory Services’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 | $3.37M | Buy |
39,706
+13,845
| +54% | +$1.17M | 0.29% | 60 |
|
|
2025
Q1 | $2.42M | Sell |
25,861
-20,909
| -45% | -$1.95M | 0.25% | 81 |
|
|
2024
Q4 | $4.01M | Sell |
46,770
-1,741
| -4% | -$149K | 0.41% | 39 |
|
|
2024
Q3 | $4.26M | Buy |
48,511
+589
| +1% | +$51.7K | 0.43% | 38 |
|
|
2024
Q2 | $4.14M | Sell |
47,922
-463
| -1% | -$40K | 0.47% | 37 |
|
|
2024
Q1 | $4.57M | Sell |
48,385
-4,176
| -8% | -$394K | 0.54% | 29 |
|
|
2023
Q4 | $4.41M | Buy |
52,561
+40,161
| +324% | +$3.37M | 0.62% | 25 |
|
|
2023
Q3 | $1.12M | Sell |
12,400
-34,747
| -74% | -$3.14M | 0.23% | 97 |
|
|
2023
Q2 | $3.83M | Buy |
47,147
+9,656
| +26% | +$784K | 0.73% | 20 |
|
|
2023
Q1 | $3.11M | Buy |
37,491
+19,148
| +104% | +$1.59M | 0.99% | 16 |
|
|
2022
Q4 | $1.6M | Buy |
+18,343
| New | +$1.6M | 0.61% | 33 |
|