LRI Investments’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 | $540K | Hold |
6,364
| – | – | 0.05% | 169 |
|
|
2025
Q1 | $595K | Buy |
6,364
+4,440
| +231% | +$415K | 0.06% | 149 |
|
|
2024
Q4 | $165K | Hold |
1,924
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $183K | Buy |
1,924
+1,532
| +391% | +$145K | 0.02% | 299 |
|
|
2024
Q2 | $35.7K | Hold |
392
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $37K | Buy |
+392
| New | +$37K | 0.01% | 300 |
|