MFFIA
McIntyre, Freedman & Flynn Investment Advisers’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 | $2.54M | Hold |
29,920
| – | – | 1.79% | 19 |
|
|
2025
Q1 | $2.8M | Hold |
29,920
| – | – | 2.06% | 19 |
|
|
2024
Q4 | $2.56M | Buy |
29,920
+50
| +0.2% | +$4.28K | 1.91% | 20 |
|
|
2024
Q3 | $2.62M | Sell |
29,870
-200
| -0.7% | -$17.6K | 1.87% | 21 |
|
|
2024
Q2 | $2.74M | Sell |
30,070
-80
| -0.3% | -$7.29K | 1.98% | 19 |
|
|
2024
Q1 | $2.85M | Hold |
30,150
| – | – | 2.07% | 15 |
|
|
2023
Q4 | $2.53M | Buy |
30,150
+920
| +3% | +$77.1K | 2.02% | 16 |
|
|
2023
Q3 | $2.64M | Hold |
29,230
| – | – | 2.23% | 14 |
|
|
2023
Q2 | $2.37M | Hold |
29,230
| – | – | 2.03% | 21 |
|
|
2023
Q1 | $2.42M | Hold |
29,230
| – | – | 2.06% | 25 |
|
|
2022
Q4 | $2.56M | Buy |
+29,230
| New | +$2.56M | 2.12% | 22 |
|