IAN
Integrated Advisors Network’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
68,001
-6,820
| -9% | -$578K | 0.26% | 97 |
|
|
2025
Q1 | $6.99M | Buy |
74,821
+677
| +0.9% | +$63.3K | 0.35% | 67 |
|
|
2024
Q4 | $6.35M | Buy |
74,144
+129
| +0.2% | +$11.1K | 0.3% | 77 |
|
|
2024
Q3 | $6.5M | Sell |
74,015
-10,226
| -12% | -$898K | 0.31% | 81 |
|
|
2024
Q2 | $7.68M | Sell |
84,241
-27,186
| -24% | -$2.48M | 0.39% | 53 |
|
|
2024
Q1 | $10.5M | Buy |
111,427
+30,179
| +37% | +$2.85M | 0.53% | 36 |
|
|
2023
Q4 | $6.81M | Sell |
81,248
-40,002
| -33% | -$3.35M | 0.39% | 69 |
|
|
2023
Q3 | $11M | Buy |
121,250
+194
| +0.2% | +$17.5K | 0.67% | 26 |
|
|
2023
Q2 | $9.83M | Sell |
121,056
-47,028
| -28% | -$3.82M | 0.57% | 34 |
|
|
2023
Q1 | $13.9M | Sell |
168,084
-47,917
| -22% | -$3.97M | 0.84% | 16 |
|
|
2022
Q4 | $18.9M | Buy |
216,001
+8,689
| +4% | +$760K | 1.22% | 10 |
|
|
2022
Q3 | $14.9M | Sell |
207,312
-21,293
| -9% | -$1.53M | 1.01% | 13 |
|
|
2022
Q2 | $16.3M | Sell |
228,605
-58,514
| -20% | -$4.18M | 1.06% | 16 |
|
|
2022
Q1 | $21.9M | Buy |
287,119
+71,708
| +33% | +$5.48M | 1.29% | 11 |
|
|
2021
Q4 | $12M | Sell |
215,411
-42,196
| -16% | -$2.34M | 0.71% | 29 |
|
|
2021
Q3 | $13.4M | Buy |
257,607
+158,806
| +161% | +$8.27M | 0.89% | 19 |
|
|
2021
Q2 | $5.32M | Buy |
98,801
+21,034
| +27% | +$1.13M | 0.39% | 54 |
|
|
2021
Q1 | $3.82M | Sell |
77,767
-20,115
| -21% | -$987K | 0.35% | 74 |
|
|
2020
Q4 | $3.71M | Buy |
+97,882
| New | +$3.71M | 0.41% | 63 |
|
|
2020
Q2 | – | Sell |
-15,598
| Closed | -$453K | – | 466 |
|
|
2020
Q1 | $453K | Sell |
15,598
-31,107
| -67% | -$903K | 0.09% | 199 |
|
|
2019
Q4 | $2.8M | Buy |
+46,705
| New | +$2.8M | 0.38% | 79 |
|