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 |
|