NJIM
Nabity-Jensen Investment Management’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 | – | Sell |
-2,203
| Closed | -$206K | – | 70 |
|
|
2025
Q1 | $206K | Buy |
+2,203
| New | +$206K | 0.16% | 66 |
|
|
2024
Q3 | – | Sell |
-2,203
| Closed | -$201K | – | 70 |
|
|
2024
Q2 | $201K | Sell |
2,203
-40
| -2% | -$3.65K | 0.16% | 65 |
|
|
2024
Q1 | $212K | Hold |
2,243
| – | – | 0.17% | 64 |
|
|
2023
Q4 | $188K | Buy |
+2,243
| New | +$188K | 0.17% | 62 |
|