Howard Financial Services’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 | $287K | Buy |
3,383
+140
| +4% | +$11.9K | 0.04% | 142 |
|
|
2025
Q1 | $303K | Sell |
3,243
-13
| -0.4% | -$1.22K | 0.04% | 140 |
|
|
2024
Q4 | $279K | Sell |
3,256
-76
| -2% | -$6.51K | 0.04% | 154 |
|
|
2024
Q3 | $293K | Sell |
3,332
-144
| -4% | -$12.6K | 0.04% | 126 |
|
|
2024
Q2 | $317K | Buy |
3,476
+981
| +39% | +$89.4K | 0.05% | 119 |
|
|
2024
Q1 | $236K | Buy |
2,495
+102
| +4% | +$9.63K | 0.04% | 138 |
|
|
2023
Q4 | $201K | Buy |
+2,393
| New | +$201K | 0.04% | 143 |
|
|
2019
Q2 | – | Sell |
-3,503
| Closed | -$232K | – | 118 |
|
|
2019
Q1 | $232K | Buy |
+3,503
| New | +$232K | 0.16% | 81 |
|