Founders Capital Management (Texas)’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 | $108K | Buy |
1,276
+2
| +0.2% | +$170 | 0.06% | 78 |
|
|
2025
Q1 | $119K | Buy |
1,274
+1
| +0.1% | +$93 | 0.08% | 67 |
|
|
2024
Q4 | $109K | Buy |
1,273
+35
| +3% | +$3K | 0.07% | 70 |
|
|
2024
Q3 | $109K | Buy |
1,238
+27
| +2% | +$2.37K | 0.07% | 77 |
|
|
2024
Q2 | $110K | Buy |
1,211
+72
| +6% | +$6.56K | 0.07% | 74 |
|
|
2024
Q1 | $108K | Buy |
1,139
+36
| +3% | +$3.4K | 0.07% | 80 |
|
|
2023
Q4 | $92.5K | Buy |
1,103
+2
| +0.2% | +$168 | 0.07% | 87 |
|
|
2023
Q3 | $99.5K | Buy |
1,101
+835
| +314% | +$75.5K | 0.08% | 78 |
|
|
2023
Q2 | $21.6K | Buy |
266
+62
| +30% | +$5.04K | 0.02% | 228 |
|
|
2023
Q1 | $17K | Buy |
204
+2
| +1% | +$167 | 0.01% | 259 |
|
|
2022
Q4 | $18K | Buy |
202
+2
| +1% | +$178 | 0.01% | 241 |
|
|
2022
Q3 | $14K | Buy |
200
+2
| +1% | +$140 | 0.01% | 263 |
|
|
2022
Q2 | $14K | Buy |
198
+4
| +2% | +$283 | 0.01% | 275 |
|
|
2022
Q1 | $11K | Hold |
194
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $11K | Buy |
194
+2
| +1% | +$113 | 0.01% | 265 |
|
|
2021
Q3 | $10K | Buy |
192
+2
| +1% | +$104 | 0.01% | 276 |
|
|
2021
Q2 | $10K | Buy |
190
+2
| +1% | +$105 | 0.01% | 267 |
|
|
2021
Q1 | $9K | Buy |
188
+2
| +1% | +$96 | 0.01% | 252 |
|
|
2020
Q4 | $7K | Buy |
+186
| New | +$7K | 0.01% | 267 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | 0.01% | 262 |
|
|
2019
Q4 | $12K | Hold |
200
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | 0.01% | 241 |
|
|
2019
Q2 | $13K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $13K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2018
Q4 | $11K | Sell |
200
-400
| -67% | -$22K | 0.01% | 234 |
|
|
2018
Q3 | $45K | Sell |
600
-200
| -25% | -$15K | 0.04% | 123 |
|
|
2018
Q2 | $61K | Hold |
800
| – | – | 0.05% | 107 |
|
|
2018
Q1 | $54K | Hold |
800
| – | – | 0.05% | 134 |
|
|
2017
Q4 | $58K | Hold |
800
| – | – | 0.05% | 130 |
|
|
2017
Q3 | $55K | Hold |
800
| – | – | 0.05% | 131 |
|
|
2017
Q2 | $52K | Buy |
800
+200
| +33% | +$13K | 0.05% | 134 |
|
|
2017
Q1 | $42K | Buy |
+600
| New | +$42K | 0.04% | 150 |
|