Zuckerman Investment Group’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
2024
Q2
Sell
-2,356
Closed -$222K 152
2024
Q1
$222K Buy
+2,356
New +$222K 0.03% 131
2023
Q4
Sell
-2,239
Closed -$202K 144
2023
Q3
$202K Buy
+2,239
New +$202K 0.03% 121