Institutional & Family Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $574K | Hold |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $392K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $76K | Buy |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $61K | Buy |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $66K | Sell |
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|
2019
Q1 | $187K | Buy |
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|
2018
Q4 | $148K | Sell |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $325K | Buy |
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|
2018
Q1 | $76K | Buy |
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