Householder Group Estate & Retirement Specialist’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$494K Sell
2024
Q3
$913K Sell
2024
Q2
$1.29M Buy
2024
Q1
$1.09M Sell
2023
Q4
$1.63M Buy
2023
Q3
$830K Buy
2023
Q1
$669K Buy
2022
Q4
Sell
2022
Q3
$404K Sell
2022
Q2
$534K Buy
2022
Q1
$451K Buy
2021
Q4
$268K Buy