LAM
Lewis Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
5,176
+325
| +7% | +$27.6K | 0.21% | 116 |
|
|
2025
Q1 | $453K | Sell |
4,851
-218
| -4% | -$20.4K | 0.37% | 71 |
|
|
2024
Q4 | $434K | Sell |
5,069
-299
| -6% | -$25.6K | 0.33% | 76 |
|
|
2024
Q3 | $471K | Buy |
5,368
+365
| +7% | +$32K | 0.34% | 71 |
|
|
2024
Q2 | $456K | Buy |
5,003
+275
| +6% | +$25.1K | 0.35% | 66 |
|
|
2024
Q1 | $446K | Buy |
4,728
+587
| +14% | +$55.4K | 0.37% | 67 |
|
|
2023
Q4 | $347K | Buy |
+4,141
| New | +$347K | 0.32% | 73 |
|