Founders Financial Alliance’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 | $2.93M | Sell |
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|
2025
Q2 | $3.22M | Sell |
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|
2025
Q1 | $6.66M | Sell |
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|
2024
Q4 | $6.28M | Sell |
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|
2024
Q3 | $7.26M | Sell |
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|
2024
Q2 | $7.71M | Buy |
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|
2024
Q1 | $7.88M | Buy |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $2.46M | Buy |
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|
2023
Q2 | $2.21M | Sell |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | $24K | Buy |
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