Hartford Financial Management’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 | $14.7K | Hold |
173
| – | – | ﹤0.01% | 262 |
|
2025
Q1 | $16.2K | Hold |
173
| – | – | ﹤0.01% | 267 |
|
2024
Q4 | $14.8K | Hold |
173
| – | – | ﹤0.01% | 280 |
|
2024
Q3 | $15.2K | Hold |
173
| – | – | ﹤0.01% | 280 |
|
2024
Q2 | $15.8K | Hold |
173
| – | – | ﹤0.01% | 283 |
|
2024
Q1 | $16.3K | Hold |
173
| – | – | ﹤0.01% | 286 |
|
2023
Q4 | $14.5K | Hold |
173
| – | – | ﹤0.01% | 289 |
|
2023
Q3 | $15.6K | Hold |
173
| – | – | ﹤0.01% | 279 |
|
2023
Q2 | $14K | Hold |
173
| – | – | ﹤0.01% | 264 |
|
2023
Q1 | $14.3K | Hold |
173
| – | – | ﹤0.01% | 258 |
|
2022
Q4 | $15.1K | Hold |
173
| – | – | ﹤0.01% | 257 |
|
2022
Q3 | $12K | Hold |
173
| – | – | ﹤0.01% | 271 |
|
2022
Q2 | $12K | Hold |
173
| – | – | ﹤0.01% | 275 |
|
2022
Q1 | $13K | Hold |
173
| – | – | ﹤0.01% | 281 |
|
2021
Q4 | $10K | Hold |
173
| – | – | ﹤0.01% | 293 |
|
2021
Q3 | $9K | Hold |
173
| – | – | ﹤0.01% | 299 |
|
2021
Q2 | $9K | Sell |
173
-387
| -69% | -$20.1K | ﹤0.01% | 303 |
|
2021
Q1 | $27K | Buy |
+560
| New | +$27K | 0.01% | 236 |
|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 393 |
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 371 |
|
2018
Q3 | $4K | Sell |
50
-30
| -38% | -$2.4K | ﹤0.01% | 376 |
|
2018
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 355 |
|
2018
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 297 |
|
2017
Q1 | – | Sell |
-124
| Closed | -$9K | – | 362 |
|
2016
Q4 | $9K | Hold |
124
| – | – | 0.01% | 249 |
|
2016
Q3 | $8K | Buy |
124
+1
| +0.8% | +$65 | ﹤0.01% | 253 |
|
2016
Q2 | $8K | Hold |
123
| – | – | ﹤0.01% | 230 |
|
2016
Q1 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 233 |
|
2014
Q1 | – | Sell |
-69
| Closed | -$6K | – | 277 |
|
2013
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 219 |
|
2013
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 236 |
|
2013
Q2 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 236 |
|