L.J. Altfest & Co’s Energy Select Sector SPDR Fund XLE Stock Holding History

L.J. Altfest & Co’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.95M	Buy
2025 Q2	–	Sell
2025 Q1	$273K	Hold
2024 Q4	$250K	Buy
2022 Q4	–	Sell
2022 Q3	$781K	Buy