Carlton Hofferkamp & Jenks Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $823K | Buy |
|
|||||
|
2024
Q4 | $932K | Sell |
|
|||||
|
2024
Q3 | $929K | Buy |
|
|||||
|
2024
Q2 | $962K | Buy |
|
|||||
|
2024
Q1 | $1M | Sell |
|
|||||
|
2023
Q4 | $853K | Sell |
|
|||||
|
2023
Q3 | $920K | Buy |
|
|||||
|
2023
Q2 | $915K | Sell |
|
|||||
|
2023
Q1 | $859K | Buy |
|
|||||
|
2022
Q4 | $988K | Buy |
|
|||||
|
2022
Q3 | $941K | Buy |
|
|||||
|
2022
Q2 | $746K | Buy |
|
|||||
|
2022
Q1 | $693K | Buy |
|
|||||
|
2021
Q4 | $569K | Buy |
|
|||||
|
2021
Q3 | $506K | Sell |
|
|||||
|
2021
Q2 | $421K | Sell |
|
|||||
|
2021
Q1 | $420K | Hold |
|
|||||
|
2020
Q4 | $378K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $748K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $225K | Buy |
|
|||||
|
2019
Q1 | $238K | Sell |
|
|||||
|
2018
Q4 | $229K | Sell |
|
|||||
|
2018
Q3 | $594K | Sell |
|
|||||
|
2018
Q2 | $595K | Sell |
|
|||||
|
2018
Q1 | $546K | Sell |
|
|||||
|
2017
Q4 | $650K | Sell |
|
|||||
|
2017
Q3 | $991K | Sell |
|
|||||
|
2017
Q2 | $998K | Buy |
|
|||||
|
2017
Q1 | $1.03M | Buy |
|
|||||
|
2016
Q4 | $852K | Sell |
|
|||||
|
2016
Q3 | $827K | Sell |
|
|||||
|
2016
Q2 | $856K | Sell |
|
|||||
|
2016
Q1 | $801K | Sell |
|
|||||
|
2015
Q4 | $791K | Sell |
|
|||||
|
2015
Q3 | $1.39M | Buy |
|
|||||
|
2015
Q2 | $1.56M | Buy |
|
|||||
|
2015
Q1 | $1.63M | Buy |
|
|||||
|
2014
Q4 | $1.34M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $203K | Sell |
|
|||||
|
2013
Q2 | $317K | Buy |
|