MB, Levis & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25
| Closed | -$2.2K | – | 307 |
|
|
2024
Q3 | $2.2K | Hold |
25
| – | – | ﹤0.01% | 257 |
|
|
2024
Q2 | $2.28K | Hold |
25
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $2.36K | Hold |
25
| – | – | ﹤0.01% | 250 |
|
|
2023
Q4 | $2.1K | Hold |
25
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $2.26K | Hold |
25
| – | – | ﹤0.01% | 245 |
|
|
2023
Q2 | $2.03K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $2.07K | Buy |
+25
| New | +$2.07K | ﹤0.01% | 248 |
|