AFA
American Financial 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 | $238K | Sell |
2,809
-184
| -6% | -$15.6K | 0.03% | 141 |
|
|
2025
Q1 | $280K | Buy |
2,993
+217
| +8% | +$20.3K | 0.04% | 120 |
|
|
2024
Q4 | $238K | Buy |
2,776
+17
| +0.6% | +$1.46K | 0.03% | 133 |
|
|
2024
Q3 | $242K | Sell |
2,759
-628
| -19% | -$55.1K | 0.03% | 131 |
|
|
2024
Q2 | $309K | Buy |
3,387
+110
| +3% | +$10K | 0.04% | 111 |
|
|
2024
Q1 | $309K | Sell |
3,277
-128
| -4% | -$12.1K | 0.04% | 111 |
|
|
2023
Q4 | $285K | Buy |
3,405
+151
| +5% | +$12.7K | 0.04% | 111 |
|
|
2023
Q3 | $294K | Buy |
3,254
+21
| +0.6% | +$1.9K | 0.05% | 103 |
|
|
2023
Q2 | $262K | Sell |
3,233
-14
| -0.4% | -$1.14K | 0.04% | 111 |
|
|
2023
Q1 | $269K | Buy |
3,247
+55
| +2% | +$4.56K | 0.04% | 107 |
|
|
2022
Q4 | $279K | Buy |
3,192
+156
| +5% | +$13.6K | 0.05% | 98 |
|
|
2022
Q3 | $219K | Buy |
+3,036
| New | +$219K | 0.04% | 109 |
|
|
2019
Q3 | – | Sell |
-4,568
| Closed | -$291K | – | 95 |
|
|
2019
Q2 | $291K | Sell |
4,568
-901
| -16% | -$57.4K | 0.06% | 81 |
|
|
2019
Q1 | $361K | Sell |
5,469
-14,101
| -72% | -$931K | 0.07% | 76 |
|
|
2018
Q4 | $1.12M | Buy |
+19,570
| New | +$1.12M | 0.25% | 44 |
|