First Heartland Consultants’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
Q3 | $202K | Sell |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $288 | Sell |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $316 | Sell |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $888K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $245K | Sell |
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|
2017
Q1 | $266K | Sell |
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|
2016
Q4 | $292K | Buy |
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|
2016
Q3 | $265K | Sell |
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|
2016
Q2 | $268 | Sell |
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|
2016
Q1 | $245K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $224K | Buy |
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