HHRDM
H&H Retirement Design & Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
53,609
+5,450
| +11% | +$464K | 2.5% | 14 |
|
|
2025
Q1 | $3.82M | Buy |
48,159
+288
| +0.6% | +$22.9K | 2.54% | 13 |
|
|
2024
Q4 | $4.35M | Sell |
47,871
-1,196
| -2% | -$109K | 2.64% | 13 |
|
|
2024
Q3 | $4.41M | Buy |
49,067
+5,219
| +12% | +$469K | 2.6% | 13 |
|
|
2024
Q2 | $4.02M | Buy |
43,848
+867
| +2% | +$79.6K | 2.49% | 13 |
|
|
2024
Q1 | $4.11M | Sell |
42,981
-6,352
| -13% | -$607K | 2.71% | 12 |
|
|
2023
Q4 | $4.17M | Sell |
49,333
-126
| -0.3% | -$10.7K | 2.63% | 13 |
|
|
2023
Q3 | $4.43M | Sell |
49,459
-781
| -2% | -$70K | 3.06% | 10 |
|
|
2023
Q2 | $4.2M | Sell |
50,240
-557
| -1% | -$46.6K | 2.79% | 13 |
|
|
2023
Q1 | $4.42M | Buy |
+50,797
| New | +$4.42M | 2.82% | 11 |
|