KCFA
Key Client Fiduciary Advisors’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 | $372K | Buy |
4,387
+57
| +1% | +$4.83K | 0.15% | 132 |
|
|
2025
Q1 | $405K | Buy |
4,330
+123
| +3% | +$11.5K | 0.18% | 118 |
|
|
2024
Q4 | $360K | Buy |
4,207
+26
| +0.6% | +$2.23K | 0.16% | 126 |
|
|
2024
Q3 | $367K | Sell |
4,181
-162
| -4% | -$14.2K | 0.16% | 127 |
|
|
2024
Q2 | $396K | Sell |
4,343
-665
| -13% | -$60.6K | 0.2% | 107 |
|
|
2024
Q1 | $473K | Buy |
5,008
+1,198
| +31% | +$113K | 0.25% | 102 |
|
|
2023
Q4 | $319K | Buy |
3,810
+228
| +6% | +$19.1K | 0.19% | 127 |
|
|
2023
Q3 | $324K | Sell |
3,582
-449
| -11% | -$40.6K | 0.2% | 118 |
|
|
2023
Q2 | $327K | Sell |
4,031
-814
| -17% | -$66.1K | 0.19% | 117 |
|
|
2023
Q1 | $401K | Buy |
4,845
+1,092
| +29% | +$90.4K | 0.25% | 92 |
|
|
2022
Q4 | $328K | Buy |
3,753
+704
| +23% | +$61.6K | 0.22% | 103 |
|
|
2022
Q3 | $220K | Buy |
3,049
+1
| +0% | +$72 | 0.2% | 93 |
|
|
2022
Q2 | $218K | Buy |
3,048
+23
| +0.8% | +$1.65K | 0.21% | 99 |
|
|
2022
Q1 | $231K | Sell |
3,025
-19,517
| -87% | -$1.49M | 0.18% | 106 |
|
|
2021
Q4 | $1.25M | Buy |
+22,542
| New | +$1.25M | 1.03% | 28 |
|