LPAM
Lodestar Private 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 | $562K | Sell |
6,623
-421
| -6% | -$35.7K | 0.06% | 134 |
|
|
2025
Q1 | $658K | Sell |
7,044
-766
| -10% | -$71.6K | 0.08% | 122 |
|
|
2024
Q4 | $669K | Buy |
7,810
+51
| +0.7% | +$4.37K | 0.08% | 120 |
|
|
2024
Q3 | $681K | Sell |
7,759
-103
| -1% | -$9.04K | 0.09% | 119 |
|
|
2024
Q2 | $717K | Buy |
7,862
+310
| +4% | +$28.3K | 0.1% | 113 |
|
|
2024
Q1 | $713K | Buy |
7,552
+98
| +1% | +$9.25K | 0.1% | 111 |
|
|
2023
Q4 | $625K | Sell |
7,454
-127
| -2% | -$10.6K | 0.1% | 120 |
|
|
2023
Q3 | $685K | Buy |
7,581
+817
| +12% | +$73.9K | 0.12% | 109 |
|
|
2023
Q2 | $549K | Sell |
6,764
-50
| -0.7% | -$4.06K | 0.09% | 119 |
|
|
2023
Q1 | $564K | Buy |
6,814
+5
| +0.1% | +$414 | 0.1% | 114 |
|
|
2022
Q4 | $596K | Buy |
+6,809
| New | +$596K | 0.11% | 111 |
|