Investment Advisory Group’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 |
2,841
+95
| +3% | +$8.06K | 0.07% | 152 |
|
|
2025
Q1 | $257K | Buy |
2,746
+398
| +17% | +$37.2K | 0.09% | 141 |
|
|
2024
Q4 | $201K | Hold |
2,348
| – | – | 0.07% | 164 |
|
|
2024
Q3 | $206K | Hold |
2,348
| – | – | 0.07% | 166 |
|
|
2024
Q2 | $214K | Buy |
2,348
+203
| +9% | +$18.5K | 0.08% | 153 |
|
|
2024
Q1 | $203K | Buy |
+2,145
| New | +$203K | 0.08% | 154 |
|