Means Investment Company’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 | $242K | Sell |
2,853
-437
| -13% | -$37.1K | 0.02% | 179 |
|
|
2025
Q1 | $307K | Sell |
3,290
-267
| -8% | -$25K | 0.03% | 152 |
|
|
2024
Q4 | $305K | Buy |
3,557
+8
| +0.2% | +$685 | 0.03% | 161 |
|
|
2024
Q3 | $312K | Sell |
3,549
-82
| -2% | -$7.2K | 0.03% | 161 |
|
|
2024
Q2 | $331K | Sell |
3,631
-97
| -3% | -$8.84K | 0.04% | 154 |
|
|
2024
Q1 | $352K | Sell |
3,728
-188
| -5% | -$17.7K | 0.05% | 152 |
|
|
2023
Q4 | $328K | Sell |
3,916
-155
| -4% | -$13K | 0.05% | 153 |
|
|
2023
Q3 | $368K | Buy |
4,071
+24
| +0.6% | +$2.17K | 0.06% | 142 |
|
|
2023
Q2 | $328K | Sell |
4,047
-50
| -1% | -$4.06K | 0.05% | 151 |
|
|
2023
Q1 | $339K | Buy |
4,097
+94
| +2% | +$7.79K | 0.06% | 146 |
|
|
2022
Q4 | $350K | Buy |
+4,003
| New | +$350K | 0.07% | 141 |
|