Nikulski Financial’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 | $313K | Sell |
3,696
-73
| -2% | -$6.19K | 0.09% | 119 |
|
|
2025
Q1 | $352K | Sell |
3,769
-250
| -6% | -$23.4K | 0.11% | 100 |
|
|
2024
Q4 | $344K | Hold |
4,019
| – | – | 0.1% | 99 |
|
|
2024
Q3 | $353K | Sell |
4,019
-16
| -0.4% | -$1.41K | 0.11% | 98 |
|
|
2024
Q2 | $368K | Sell |
4,035
-141
| -3% | -$12.9K | 0.12% | 95 |
|
|
2024
Q1 | $394K | Sell |
4,176
-250
| -6% | -$23.6K | 0.13% | 94 |
|
|
2023
Q4 | $371K | Sell |
4,426
-164
| -4% | -$13.8K | 0.14% | 100 |
|
|
2023
Q3 | $415K | Buy |
4,590
+125
| +3% | +$11.3K | 0.17% | 93 |
|
|
2023
Q2 | $362K | Hold |
4,465
| – | – | 0.15% | 95 |
|
|
2023
Q1 | $370K | Sell |
4,465
-150
| -3% | -$12.4K | 0.16% | 98 |
|
|
2022
Q4 | $404K | Sell |
4,615
-533
| -10% | -$46.6K | 0.19% | 91 |
|
|
2022
Q3 | $371K | Sell |
5,148
-558
| -10% | -$40.2K | 0.19% | 95 |
|
|
2022
Q2 | $408K | Sell |
5,706
-52
| -0.9% | -$3.72K | 0.2% | 93 |
|
|
2022
Q1 | $440K | Sell |
5,758
-170
| -3% | -$13K | 0.19% | 91 |
|
|
2021
Q4 | $329K | Sell |
5,928
-250
| -4% | -$13.9K | 0.14% | 102 |
|
|
2021
Q3 | $322K | Sell |
6,178
-490
| -7% | -$25.5K | 0.15% | 101 |
|
|
2021
Q2 | $328K | Sell |
6,668
-616
| -8% | -$30.3K | 0.15% | 103 |
|
|
2021
Q1 | $357K | Sell |
7,284
-1,330
| -15% | -$65.2K | 0.18% | 94 |
|
|
2020
Q4 | $326K | Sell |
8,614
-1,578
| -15% | -$59.7K | 0.18% | 95 |
|
|
2020
Q3 | $305K | Sell |
10,192
-432
| -4% | -$12.9K | 0.19% | 87 |
|
|
2020
Q2 | $402K | Buy |
+10,624
| New | +$402K | 0.28% | 71 |
|