OLVIG
Oliver Lagore Vanvalin Investment Group’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 | $933K | Buy |
+9,988
| New | +$933K | 0.37% | 66 |
|
|
2024
Q4 | $6.4M | Buy |
74,749
+73,594
| +6,372% | +$6.3M | 1.64% | 10 |
|
|
2024
Q3 | $101K | Sell |
1,155
-222
| -16% | -$19.5K | 0.03% | 172 |
|
|
2024
Q2 | $125K | Sell |
1,377
-25,531
| -95% | -$2.33M | 0.04% | 150 |
|
|
2024
Q1 | $2.54M | Buy |
26,908
+6,309
| +31% | +$596K | 0.75% | 24 |
|
|
2023
Q4 | $1.73M | Sell |
20,599
-11,382
| -36% | -$954K | 0.64% | 25 |
|
|
2023
Q3 | $2.89M | Buy |
31,981
+12,622
| +65% | +$1.14M | 1.14% | 12 |
|
|
2023
Q2 | $1.57M | Buy |
19,359
+13,133
| +211% | +$1.07M | 0.58% | 33 |
|
|
2023
Q1 | $516K | Sell |
6,226
-36,597
| -85% | -$3.03M | 0.22% | 49 |
|
|
2022
Q4 | $3.75M | Sell |
42,823
-17,778
| -29% | -$1.56M | 2.11% | 8 |
|
|
2022
Q3 | $4.36M | Buy |
60,601
+55,356
| +1,055% | +$3.99M | 2.81% | 6 |
|
|
2022
Q2 | $375K | Buy |
5,245
+491
| +10% | +$35.1K | 0.22% | 64 |
|
|
2022
Q1 | $372K | Sell |
4,754
-42,516
| -90% | -$3.33M | 0.25% | 70 |
|
|
2021
Q4 | $2.62M | Buy |
+47,270
| New | +$2.62M | 0.19% | 57 |
|