Means Investment Company’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $350K | Buy |
|