Morton Community Bank’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 | – | Sell |
-13,976
| Closed | -$1.31M | – | 115 |
|
|
2025
Q1 | $1.31M | Sell |
13,976
-791
| -5% | -$73.9K | 0.34% | 92 |
|
|
2024
Q4 | $1.26M | Sell |
14,767
-181
| -1% | -$15.5K | 0.33% | 93 |
|
|
2024
Q3 | $1.31M | Sell |
14,948
-1,634
| -10% | -$143K | 0.34% | 92 |
|
|
2024
Q2 | $1.51M | Sell |
16,582
-1,212
| -7% | -$110K | 0.43% | 91 |
|
|
2024
Q1 | $1.68M | Sell |
17,794
-1,965
| -10% | -$186K | 0.48% | 91 |
|
|
2023
Q4 | $1.66M | Buy |
+19,759
| New | +$1.66M | 0.54% | 90 |
|