Founders Capital Management (Texas)’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 | $108K | Buy |
|
|||||
|
2025
Q1 | $119K | Buy |
|
|||||
|
2024
Q4 | $109K | Buy |
|
|||||
|
2024
Q3 | $109K | Buy |
|
|||||
|
2024
Q2 | $110K | Buy |
|
|||||
|
2024
Q1 | $108K | Buy |
|
|||||
|
2023
Q4 | $92.5K | Buy |
|
|||||
|
2023
Q3 | $99.5K | Buy |
|
|||||
|
2023
Q2 | $21.6K | Buy |
|
|||||
|
2023
Q1 | $17K | Buy |
|
|||||
|
2022
Q4 | $18K | Buy |
|
|||||
|
2022
Q3 | $14K | Buy |
|
|||||
|
2022
Q2 | $14K | Buy |
|
|||||
|
2022
Q1 | $11K | Hold |
|
|||||
|
2021
Q4 | $11K | Buy |
|
|||||
|
2021
Q3 | $10K | Buy |
|
|||||
|
2021
Q2 | $10K | Buy |
|
|||||
|
2021
Q1 | $9K | Buy |
|
|||||
|
2020
Q4 | $7K | Buy |
|
|||||
|
2020
Q1 | $6K | Hold |
|
|||||
|
2019
Q4 | $12K | Hold |
|
|||||
|
2019
Q3 | $12K | Hold |
|
|||||
|
2019
Q2 | $13K | Hold |
|
|||||
|
2019
Q1 | $13K | Hold |
|
|||||
|
2018
Q4 | $11K | Sell |
|
|||||
|
2018
Q3 | $45K | Sell |
|
|||||
|
2018
Q2 | $61K | Hold |
|
|||||
|
2018
Q1 | $54K | Hold |
|
|||||
|
2017
Q4 | $58K | Hold |
|
|||||
|
2017
Q3 | $55K | Hold |
|
|||||
|
2017
Q2 | $52K | Buy |
|
|||||
|
2017
Q1 | $42K | Buy |
|