WIM
Warwick Investment Management’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 | $6.74M | Buy |
79,475
+438
| +0.6% | +$37.1K | 1.31% | 13 |
|
|
2025
Q1 | $7.39M | Buy |
79,037
+389
| +0.5% | +$36.4K | 1.53% | 11 |
|
|
2024
Q4 | $6.74M | Buy |
78,648
+435
| +0.6% | +$37.3K | 1.39% | 11 |
|
|
2024
Q3 | $6.87M | Buy |
78,213
+638
| +0.8% | +$56K | 1.63% | 10 |
|
|
2024
Q2 | $7.07M | Hold |
77,575
| – | – | 1.66% | 10 |
|
|
2024
Q1 | $7.32M | Hold |
77,575
| – | – | 1.76% | 11 |
|
|
2023
Q4 | $6.5M | Hold |
77,575
| – | – | 1.91% | 13 |
|
|
2023
Q3 | $7.01M | Hold |
77,575
| – | – | 2.63% | 9 |
|
|
2023
Q2 | $6.3M | Buy |
+77,575
| New | +$6.3M | 2.47% | 9 |
|