LJAC
L.J. Altfest & Co’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 | – | Sell |
-2,923
| Closed | -$273K | – | 370 |
|
|
2025
Q1 | $273K | Hold |
2,923
| – | – | 0.03% | 283 |
|
|
2024
Q4 | $250K | Buy |
+2,923
| New | +$250K | 0.03% | 290 |
|
|
2022
Q4 | – | Sell |
-10,840
| Closed | -$781K | – | 283 |
|
|
2022
Q3 | $781K | Buy |
+10,840
| New | +$781K | 0.15% | 104 |
|