HPIA
Hamilton Point Investment Advisors’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 | $37.8K | Hold |
446
| – | – | 0.01% | 142 |
|
|
2025
Q1 | $41.7K | Hold |
446
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $38.2K | Sell |
446
-360
| -45% | -$30.8K | 0.01% | 136 |
|
|
2024
Q3 | $70.8K | Buy |
806
+360
| +81% | +$31.6K | 0.01% | 136 |
|
|
2024
Q2 | $40.7K | Hold |
446
| – | – | 0.01% | 129 |
|
|
2024
Q1 | $42.1K | Hold |
446
| – | – | 0.01% | 132 |
|
|
2023
Q4 | $37.4K | Hold |
446
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $40.3K | Hold |
446
| – | – | 0.01% | 128 |
|
|
2023
Q2 | $36.2K | Hold |
446
| – | – | 0.01% | 133 |
|
|
2023
Q1 | $36.9K | Buy |
+446
| New | +$36.9K | 0.01% | 127 |
|