IVP
Intrinsic Value Partners’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 | $883K | Buy |
10,411
+320
| +3% | +$27.1K | 0.79% | 26 |
|
|
2025
Q1 | $943K | Buy |
10,091
+3,541
| +54% | +$331K | 0.93% | 25 |
|
|
2024
Q4 | $561K | Buy |
6,550
+150
| +2% | +$12.8K | 0.56% | 38 |
|
|
2024
Q3 | $562K | Hold |
6,400
| – | – | 0.56% | 38 |
|
|
2024
Q2 | $583K | Buy |
6,400
+100
| +2% | +$9.12K | 0.61% | 31 |
|
|
2024
Q1 | $595K | Buy |
+6,300
| New | +$595K | 0.63% | 32 |
|