LA
LM 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 | $256K | Hold |
3,020
| – | – | 0.03% | 170 |
|
|
2025
Q1 | $282K | Hold |
3,020
| – | – | 0.05% | 186 |
|
|
2024
Q4 | $259K | Buy |
3,020
+476
| +19% | +$40.8K | 0.05% | 170 |
|
|
2024
Q3 | $223K | Buy |
+2,544
| New | +$223K | 0.05% | 165 |
|
|
2024
Q1 | – | Sell |
-1,145
| Closed | -$96K | – | 710 |
|
|
2023
Q4 | $96K | Buy |
+1,145
| New | +$96K | 0.02% | 257 |
|