M.E. Allison & Co’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
$333K Buy
3,925
+1,001
+34% +$84.9K 0.27% 104
2025
Q1
$273K Sell
2,924
-43
-1% -$4.02K 0.27% 112
2024
Q4
$254K Buy
+2,967
New +$254K 0.28% 111