Founders Financial Alliance’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 | $3.22M | Sell |
37,992
-33,305
| -47% | -$2.82M | 0.73% | 28 |
|
|
2025
Q1 | $6.66M | Sell |
71,297
-1,979
| -3% | -$185K | 1.61% | 8 |
|
|
2024
Q4 | $6.28M | Sell |
73,276
-9,373
| -11% | -$803K | 1.73% | 8 |
|
|
2024
Q3 | $7.26M | Sell |
82,649
-1,894
| -2% | -$166K | 2.02% | 6 |
|
|
2024
Q2 | $7.71M | Buy |
84,543
+1,111
| +1% | +$101K | 2.29% | 4 |
|
|
2024
Q1 | $7.88M | Buy |
83,432
+55,921
| +203% | +$5.28M | 2.36% | 4 |
|
|
2023
Q4 | $2.31M | Buy |
27,511
+246
| +0.9% | +$20.6K | 0.89% | 24 |
|
|
2023
Q3 | $2.46M | Buy |
27,265
+81
| +0.3% | +$7.32K | 1.08% | 21 |
|
|
2023
Q2 | $2.21M | Sell |
27,184
-260
| -0.9% | -$21.1K | 0.87% | 27 |
|
|
2023
Q1 | $2.27M | Sell |
27,444
-3,768
| -12% | -$312K | 1.14% | 18 |
|
|
2022
Q4 | $2.73M | Buy |
31,212
+74
| +0.2% | +$6.47K | 1.25% | 13 |
|
|
2022
Q3 | $2.24M | Sell |
31,138
-221
| -0.7% | -$15.9K | 1.14% | 13 |
|
|
2022
Q2 | $2.24M | Buy |
31,359
+1,431
| +5% | +$102K | 1.14% | 14 |
|
|
2022
Q1 | $2.29M | Buy |
29,928
+823
| +3% | +$62.9K | 1.02% | 18 |
|
|
2021
Q4 | $1.62M | Buy |
29,105
+2,132
| +8% | +$118K | 0.65% | 32 |
|
|
2021
Q3 | $1.41M | Buy |
26,973
+2,028
| +8% | +$106K | 0.66% | 35 |
|
|
2021
Q2 | $1.34M | Buy |
24,945
+1,161
| +5% | +$62.4K | 0.61% | 36 |
|
|
2021
Q1 | $1.26M | Buy |
23,784
+21,762
| +1,076% | +$1.15M | 0.62% | 36 |
|
|
2020
Q4 | $78K | Buy |
2,022
+1,216
| +151% | +$46.9K | 0.04% | 264 |
|
|
2020
Q3 | $24K | Buy |
+806
| New | +$24K | 0.01% | 535 |
|