NDSI
Newman Dignan & Sheerar Inc’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 | $281K | Sell |
3,319
-31
| -0.9% | -$2.63K | 0.06% | 160 |
|
|
2025
Q1 | $313K | Hold |
3,350
| – | – | 0.09% | 132 |
|
|
2024
Q4 | $287K | Hold |
3,350
| – | – | 0.07% | 145 |
|
|
2024
Q3 | $299K | Sell |
3,350
-280
| -8% | -$25K | 0.07% | 146 |
|
|
2024
Q2 | $331K | Buy |
3,630
+75
| +2% | +$6.84K | 0.09% | 135 |
|
|
2024
Q1 | $336K | Sell |
3,555
-43
| -1% | -$4.06K | 0.09% | 140 |
|
|
2023
Q4 | $302K | Sell |
3,598
-252
| -7% | -$21.1K | 0.09% | 136 |
|
|
2023
Q3 | $348K | Hold |
3,850
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $313K | Buy |
3,850
+100
| +3% | +$8.12K | 0.1% | 139 |
|
|
2023
Q1 | $311K | Sell |
3,750
-61
| -2% | -$5.05K | 0.1% | 145 |
|
|
2022
Q4 | $333K | Sell |
3,811
-166
| -4% | -$14.5K | 0.11% | 138 |
|
|
2022
Q3 | $286 | Buy |
3,977
+188
| +5% | +$14 | 0.04% | 143 |
|
|
2022
Q2 | $271K | Buy |
+3,789
| New | +$271K | 0.09% | 160 |
|