Live Oak Investment Partners’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 | $313K | Buy |
3,692
+309
| +9% | +$26.2K | 0.24% | 71 |
|
|
2025
Q1 | $316K | Buy |
+3,383
| New | +$316K | 0.25% | 75 |
|
|
2024
Q4 | – | Hold |
0
| – | -$628K | – | 54 |
|
|
2024
Q3 | – | Hold |
0
| – | -$631K | – | 52 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 50 |
|
|
2023
Q4 | – | Hold |
0
| – | -$404K | – | 38 |
|
|
2023
Q3 | – | Hold |
0
| – | -$483K | – | 67 |
|
|
2023
Q2 | – | Hold |
0
| – | -$612K | – | 61 |
|
|
2023
Q1 | – | Hold |
0
| – | -$635K | – | 48 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 43 |
|