Missouri Trust & 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 | $137K | Buy |
1,616
+266
| +20% | +$22.6K | 0.04% | 141 |
|
|
2025
Q1 | $126K | Hold |
1,350
| – | – | 0.04% | 140 |
|
|
2024
Q4 | $116K | Buy |
1,350
+810
| +150% | +$69.4K | 0.04% | 148 |
|
|
2024
Q3 | $47.4K | Buy |
540
+90
| +20% | +$7.9K | 0.02% | 213 |
|
|
2024
Q2 | $41K | Hold |
450
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $42.5K | Buy |
450
+100
| +29% | +$9.44K | 0.02% | 221 |
|
|
2023
Q4 | $29.3K | Hold |
350
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $31.6K | Hold |
350
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $28.4K | Buy |
350
+100
| +40% | +$8.12K | 0.02% | 241 |
|
|
2023
Q1 | $20.7K | Hold |
250
| – | – | 0.01% | 217 |
|
|
2022
Q4 | $22K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $18K | Buy |
+250
| New | +$18K | 0.01% | 222 |
|