KIA
KLR Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,913
| Closed | -$2.31M | – | 206 |
|
|
2023
Q3 | $2.31M | Buy |
+27,913
| New | +$2.31M | 2.1% | 9 |
|
|
2023
Q2 | – | Sell |
-29,324
| Closed | -$2.43M | – | 192 |
|
|
2023
Q1 | $2.43M | Sell |
29,324
-3,952
| -12% | -$327K | 2.14% | 9 |
|
|
2022
Q4 | $2.91M | Buy |
+33,276
| New | +$2.91M | 2.4% | 6 |
|