Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’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 | $314K | Hold |
3,703
| – | – | 0.07% | 58 |
|
|
2025
Q1 | $346K | Hold |
3,703
| – | – | 0.09% | 62 |
|
|
2024
Q4 | $317K | Hold |
3,703
| – | – | 0.08% | 58 |
|
|
2024
Q3 | $325K | Hold |
3,703
| – | – | 0.08% | 57 |
|
|
2024
Q2 | $337K | Hold |
3,703
| – | – | 0.09% | 58 |
|
|
2024
Q1 | $350K | Hold |
3,703
| – | – | 0.09% | 58 |
|
|
2023
Q4 | $310K | Hold |
3,703
| – | – | 0.06% | 80 |
|
|
2023
Q3 | $344K | Hold |
3,703
| – | – | 0.07% | 80 |
|
|
2023
Q2 | $300K | Hold |
3,703
| – | – | 0.06% | 82 |
|
|
2023
Q1 | $305K | Hold |
3,703
| – | – | 0.07% | 84 |
|
|
2022
Q4 | $323K | Hold |
3,703
| – | – | 0.08% | 86 |
|
|
2022
Q3 | $269K | Hold |
3,703
| – | – | 0.06% | 87 |
|
|
2022
Q2 | $263K | Hold |
3,703
| – | – | 0.06% | 86 |
|
|
2022
Q1 | $281K | Hold |
3,703
| – | – | 0.05% | 84 |
|
|
2021
Q4 | $206K | Buy |
+3,703
| New | +$206K | 0.03% | 88 |
|
|
2020
Q3 | – | Sell |
-70,652
| Closed | -$2.67M | – | 63 |
|
|
2020
Q2 | $2.67M | Hold |
70,652
| – | – | 1.1% | 28 |
|
|
2020
Q1 | $2.05M | Hold |
70,652
| – | – | 1.52% | 20 |
|
|
2019
Q4 | $4.24M | Sell |
70,652
-22,855
| -24% | -$1.37M | 2.73% | 12 |
|
|
2019
Q3 | $6.18K | Hold |
93,507
| – | – | 2.62% | 11 |
|
|
2019
Q2 | $6.18M | Hold |
93,507
| – | – | 4.7% | 5 |
|
|
2019
Q1 | $6.18M | Sell |
93,507
-22,502
| -19% | -$1.49M | 5.5% | 5 |
|
|
2018
Q4 | $6.65M | Hold |
116,009
| – | – | 6.65% | 3 |
|
|
2018
Q3 | $8.47M | Hold |
116,009
| – | – | 7.6% | 2 |
|
|
2018
Q2 | $8.85M | Sell |
116,009
-39,629
| -25% | -$3.02M | 8.51% | 2 |
|
|
2018
Q1 | $11.7M | Buy |
155,638
+60,553
| +64% | +$4.56M | 11.64% | 1 |
|
|
2017
Q4 | $6.87M | Buy |
95,085
+85,568
| +899% | +$6.18M | 7.86% | 3 |
|
|
2017
Q3 | $643K | Hold |
9,517
| – | – | 0.72% | 23 |
|
|
2017
Q2 | $615K | Buy |
+9,517
| New | +$615K | 0.68% | 25 |
|
|
2015
Q4 | – | Sell |
-115,686
| Closed | -$7.08M | – | 37 |
|
|
2015
Q3 | $7.08M | Buy |
115,686
+21,792
| +23% | +$1.33M | 4.59% | 7 |
|
|
2015
Q2 | $7.06M | Hold |
93,894
| – | – | 4.47% | 7 |
|
|
2015
Q1 | $7.43M | Buy |
93,894
+4,871
| +5% | +$386K | 5.01% | 7 |
|
|
2014
Q4 | $7.05M | Buy |
+89,023
| New | +$7.05M | 4.93% | 6 |
|