Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,423
| Closed | -$539K | – | 221 |
|
|
2023
Q4 | $539K | Buy |
+6,423
| New | +$539K | 0.04% | 147 |
|
|
2020
Q1 | – | Sell |
-6,165
| Closed | -$371K | – | 211 |
|
|
2019
Q4 | $371K | Buy |
+6,165
| New | +$371K | 0.03% | 170 |
|
|
2018
Q1 | – | Sell |
-3,075
| Closed | -$222K | – | 199 |
|
|
2017
Q4 | $222K | Buy |
+3,075
| New | +$222K | 0.03% | 182 |
|