Investors Research Corp’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
$5.31M Sell
62,660
-1,830
-3% -$155K 1.04% 22
2025
Q1
$6.03M Sell
64,490
-265
-0.4% -$24.8K 1.31% 17
2024
Q4
$5.55M Sell
64,755
-61
-0.1% -$5.23K 1.22% 18
2024
Q3
$5.69M Sell
64,816
-1,281
-2% -$112K 1.24% 16
2024
Q2
$6.02M Sell
66,097
-873
-1% -$79.6K 1.41% 13
2024
Q1
$6.32M Sell
66,970
-3,483
-5% -$329K 1.48% 13
2023
Q4
$5.91M Sell
70,453
-348
-0.5% -$29.2K 1.43% 13
2023
Q3
$6.4M Sell
70,801
-6,024
-8% -$545K 1.67% 13
2023
Q2
$6.24M Buy
76,825
+1,210
+2% +$98.2K 1.57% 13
2023
Q1
$6.26M Buy
75,615
+1,920
+3% +$159K 1.63% 13
2022
Q4
$6.45M Buy
73,695
+1,950
+3% +$171K 1.74% 5
2022
Q3
$5.17M Buy
71,745
+3,631
+5% +$262K 1.58% 11
2022
Q2
$4.87M Buy
68,114
+3,969
+6% +$284K 1.46% 10
2022
Q1
$4.9M Buy
64,145
+6,663
+12% +$509K 1.38% 9
2021
Q4
$3.19M Buy
57,482
+7,767
+16% +$431K 0.97% 20
2021
Q3
$2.59M Buy
49,715
+6,161
+14% +$321K 0.87% 22
2021
Q2
$2.35M Buy
43,554
+8,054
+23% +$434K 0.81% 15
2021
Q1
$1.74M Buy
35,500
+9,546
+37% +$468K 0.66% 18
2020
Q4
$984K Buy
25,954
+16,160
+165% +$613K 0.39% 67
2020
Q3
$293K Buy
9,794
+8,459
+634% +$253K 0.14% 219
2020
Q2
$51K Buy
+1,335
New +$51K 0.03% 488