MAG
M3 Advisory Group’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 | $3.34M | Sell |
39,417
-374
| -0.9% | -$31.7K | 2.31% | 11 |
|
|
2025
Q1 | $3.72M | Buy |
39,791
+167
| +0.4% | +$15.6K | 2.94% | 7 |
|
|
2024
Q4 | $3.39M | Buy |
39,624
+229
| +0.6% | +$19.6K | 2.43% | 11 |
|
|
2024
Q3 | $3.46M | Buy |
39,395
+1,625
| +4% | +$143K | 2.54% | 9 |
|
|
2024
Q2 | $3.44M | Buy |
37,770
+1,852
| +5% | +$169K | 2.83% | 8 |
|
|
2024
Q1 | $3.39M | Buy |
35,918
+3,598
| +11% | +$340K | 3.07% | 6 |
|
|
2023
Q4 | $2.71M | Buy |
+32,320
| New | +$2.71M | 3.17% | 6 |
|