SIS
Strategic Investment Solutions’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 | $17K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $18.7K | Hold |
200
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $17.1K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $17.6K | Sell |
200
-850
| -81% | -$74.6K | 0.01% | 298 |
|
|
2024
Q2 | $97.9K | Buy |
+1,050
| New | +$97.9K | 0.03% | 139 |
|
|
2023
Q4 | $16.8K | Sell |
200
-12,730
| -98% | -$1.07M | ﹤0.01% | 682 |
|
|
2023
Q3 | $1.13M | Buy |
+12,930
| New | +$1.13M | 0.01% | 300 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$41.4K | – | 985 |
|
|
2023
Q1 | $41.4K | Buy |
+500
| New | +$41.4K | 0.01% | 397 |
|