Hazlett, Burt & Watson’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 | $54K | Hold |
627
| – | – | 0.02% | 364 |
|
|
2025
Q1 | $58K | Sell |
627
-164
| -21% | -$15.2K | 0.03% | 338 |
|
|
2024
Q4 | $68K | Buy |
791
+31
| +4% | +$2.67K | 0.03% | 321 |
|
|
2024
Q3 | $66K | Hold |
760
| – | – | 0.03% | 323 |
|
|
2024
Q2 | $70K | Buy |
760
+1
| +0.1% | +$92 | 0.04% | 293 |
|
|
2024
Q1 | $72K | Sell |
759
-24
| -3% | -$2.28K | 0.04% | 280 |
|
|
2023
Q4 | $66K | Hold |
783
| – | – | 0.04% | 271 |
|
|
2023
Q3 | $70K | Buy |
783
+186
| +31% | +$16.6K | 0.05% | 259 |
|
|
2023
Q2 | $48K | Buy |
597
+62
| +12% | +$4.99K | 0.04% | 304 |
|
|
2023
Q1 | $44K | Sell |
535
-65
| -11% | -$5.35K | 0.04% | 300 |
|
|
2022
Q4 | $53K | Hold |
600
| – | – | 0.05% | 264 |
|
|
2022
Q3 | $43K | Buy |
600
+65
| +12% | +$4.66K | 0.04% | 278 |
|
|
2022
Q2 | $38K | Buy |
535
+127
| +31% | +$9.02K | 0.03% | 307 |
|
|
2022
Q1 | $31K | Buy |
+408
| New | +$31K | 0.02% | 343 |
|