Kowal Investment Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $403K | Sell |
|
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $49K | Buy |
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