Howard Financial Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

Howard Financial Services’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$302K	Sell
2025 Q2	$287K	Buy
2025 Q1	$303K	Sell
2024 Q4	$279K	Sell
2024 Q3	$293K	Sell
2024 Q2	$317K	Buy
2024 Q1	$236K	Buy
2023 Q4	$201K	Buy
2019 Q2	–	Sell
2019 Q1	$232K	Buy