LSA
Lion Street Advisors’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 | $468K | Sell |
5,514
-70
| -1% | -$5.94K | 0.14% | 153 |
|
|
2025
Q1 | $522K | Buy |
5,584
+776
| +16% | +$72.5K | 0.17% | 136 |
|
|
2024
Q4 | $412K | Sell |
4,808
-30
| -0.6% | -$2.57K | 0.13% | 157 |
|
|
2024
Q3 | $425K | Sell |
4,838
-432
| -8% | -$37.9K | 0.15% | 154 |
|
|
2024
Q2 | $480K | Buy |
5,270
+200
| +4% | +$18.2K | 0.18% | 125 |
|
|
2024
Q1 | $425K | Hold |
5,070
| – | – | 0.17% | 128 |
|
|
2023
Q4 | $425K | Sell |
5,070
-7,014
| -58% | -$588K | 0.17% | 128 |
|
|
2023
Q3 | $1.09M | Buy |
12,084
+3,325
| +38% | +$301K | 0.36% | 54 |
|
|
2023
Q2 | $503K | Buy |
8,759
+3,287
| +60% | +$189K | 0.17% | 122 |
|
|
2023
Q1 | $453K | Buy |
+5,472
| New | +$453K | 0.14% | 136 |
|