Studio Investment Management’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 |
-757
| Closed | -$70.7K | – | 311 |
|
|
2025
Q1 | $70.7K | Buy |
757
+128
| +20% | +$12K | 0.01% | 194 |
|
|
2024
Q4 | $53.9K | Buy |
629
+191
| +44% | +$16.4K | 0.01% | 193 |
|
|
2024
Q3 | $38.5K | Buy |
438
+164
| +60% | +$14.4K | 0.01% | 200 |
|
|
2024
Q2 | $25K | Buy |
274
+100
| +57% | +$9.12K | 0.01% | 204 |
|
|
2024
Q1 | $16.4K | Buy |
174
+58
| +50% | +$5.48K | ﹤0.01% | 225 |
|
|
2023
Q4 | $9.73K | Buy |
+116
| New | +$9.73K | ﹤0.01% | 222 |
|