Kozak & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07K | Hold |
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|
2025
Q2 | $2.99K | Hold |
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|
2025
Q1 | $2.69K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $174 | Hold |
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|
2024
Q2 | $175 | Sell |
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|
2024
Q1 | $11.9K | Buy |
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|
2023
Q4 | $10.2K | Buy |
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|
2023
Q3 | $10.7K | Buy |
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|
2023
Q2 | $10.1K | Buy |
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|
2023
Q1 | $10.2K | Buy |
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|
2022
Q4 | $11K | Buy |
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|
2022
Q3 | $10K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $7K | Buy |
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