Panoramic Investment Advisors’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 | $1.87M | Buy |
22,057
+213
| +1% | +$18.1K | 1.15% | 30 |
|
|
2025
Q1 | $2.04M | Sell |
21,844
-23
| -0.1% | -$2.15K | 1.38% | 23 |
|
|
2024
Q4 | $1.87M | Buy |
21,867
+1,144
| +6% | +$98K | 1.22% | 27 |
|
|
2024
Q3 | $1.82M | Buy |
+20,723
| New | +$1.82M | 1.26% | 23 |
|
|
2024
Q1 | $1.77M | Buy |
18,780
+1,039
| +6% | +$98.1K | 1.31% | 21 |
|
|
2023
Q4 | $1.49M | Buy |
17,741
+1,007
| +6% | +$84.4K | 1.29% | 23 |
|
|
2023
Q3 | $1.51M | Buy |
+16,734
| New | +$1.51M | 1.39% | 21 |
|
|
2022
Q4 | $1.35M | Buy |
+15,386
| New | +$1.35M | 1.38% | 17 |
|