DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Hold |
365
| – | – | 0.01% | 413 |
|
|
2025
Q1 | $34.1K | Hold |
365
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $31.3K | Hold |
365
| – | – | 0.01% | 368 |
|
|
2024
Q3 | $32K | Hold |
365
| – | – | 0.01% | 363 |
|
|
2024
Q2 | $33.3K | Hold |
365
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $34.5K | Hold |
365
| – | – | 0.02% | 309 |
|
|
2023
Q4 | $30.6K | Buy |
365
+13
| +4% | +$1.09K | 0.01% | 319 |
|
|
2023
Q3 | $31.8K | Buy |
+352
| New | +$31.8K | 0.02% | 299 |
|