VIA
Vickerman Investment Advisors’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 | $8.79M | Sell |
103,696
-3,005
| -3% | -$255K | 1.89% | 13 |
|
|
2025
Q1 | $9.97M | Sell |
106,701
-373
| -0.3% | -$34.9K | 2.26% | 12 |
|
|
2024
Q4 | $9.17M | Buy |
107,074
+318
| +0.3% | +$27.2K | 2.49% | 7 |
|
|
2024
Q3 | $9.37M | Buy |
106,756
+4,531
| +4% | +$398K | 2.75% | 10 |
|
|
2024
Q2 | $9.32M | Buy |
102,225
+2,497
| +3% | +$228K | 2.99% | 9 |
|
|
2024
Q1 | $9.42M | Buy |
99,728
+2,470
| +3% | +$233K | 3.04% | 9 |
|
|
2023
Q4 | $8.15M | Buy |
97,258
+14,003
| +17% | +$1.17M | 2.78% | 9 |
|
|
2023
Q3 | $7.53M | Sell |
83,255
-488
| -0.6% | -$44.1K | 3.07% | 6 |
|
|
2023
Q2 | $6.8M | Buy |
83,743
+2,109
| +3% | +$171K | 2.66% | 9 |
|
|
2023
Q1 | $6.76M | Buy |
81,634
+3,012
| +4% | +$249K | 2.67% | 9 |
|
|
2022
Q4 | $6.88M | Buy |
78,622
+3,947
| +5% | +$345K | 3.12% | 6 |
|
|
2022
Q3 | $5.38M | Buy |
74,675
+1,363
| +2% | +$98.2K | 2.6% | 8 |
|
|
2022
Q2 | $5.24M | Sell |
73,312
-687
| -0.9% | -$49.1K | 2.48% | 7 |
|
|
2022
Q1 | $6.14M | Buy |
73,999
+5,038
| +7% | +$418K | 2.72% | 7 |
|
|
2021
Q4 | $3.83M | Sell |
68,961
-1,701
| -2% | -$94.4K | 1.54% | 18 |
|
|
2021
Q3 | $3.68M | Buy |
+70,662
| New | +$3.68M | 1.47% | 20 |
|