Nicholas Hoffman & Company’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 | $678K | Sell |
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|
2025
Q2 | $665K | Buy |
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|
2025
Q1 | $727K | Sell |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $764K | Sell |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $959K | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $987K | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $877K | Buy |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $431K | Buy |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $483K | Buy |
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|
2019
Q2 | $519K | Sell |
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|
2019
Q1 | $611K | Sell |
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|
2018
Q4 | $613K | Buy |
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|
2018
Q3 | $407K | Buy |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $326K | Buy |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $311K | Sell |
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|
2017
Q2 | $368K | Buy |
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|
2017
Q1 | $359K | Sell |
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|
2016
Q4 | $417K | Buy |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $342K | Buy |
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