HBWM
Hollow Brook Wealth 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 | $6.55M | Buy |
77,262
+314
| +0.4% | +$26.6K | 1.9% | 12 |
|
|
2025
Q1 | $7.19M | Hold |
76,948
| – | – | 2.11% | 11 |
|
|
2024
Q4 | $6.59M | Hold |
76,948
| – | – | 2.02% | 14 |
|
|
2024
Q3 | $6.76M | Sell |
76,948
-71
| -0.1% | -$6.23K | 2% | 15 |
|
|
2024
Q2 | $7.02M | Buy |
77,019
+5,688
| +8% | +$518K | 2.38% | 10 |
|
|
2024
Q1 | $6.73M | Buy |
71,331
+5,959
| +9% | +$563K | 2.49% | 8 |
|
|
2023
Q4 | $5.48M | Buy |
65,372
+11,803
| +22% | +$990K | 2.19% | 13 |
|
|
2023
Q3 | $4.84M | Buy |
53,569
+4,997
| +10% | +$452K | 2.02% | 16 |
|
|
2023
Q2 | $3.94M | Buy |
48,572
+16,095
| +50% | +$1.31M | 1.7% | 15 |
|
|
2023
Q1 | $2.69M | Buy |
32,477
+13,825
| +74% | +$1.15M | 1.27% | 24 |
|
|
2022
Q4 | $1.63M | Sell |
18,652
-1,370
| -7% | -$120K | 0.78% | 35 |
|
|
2022
Q3 | $1.44M | Buy |
+20,022
| New | +$1.44M | 0.82% | 33 |
|