Nikulski Financial’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
$330K Hold
2025
Q2
$313K Sell
2025
Q1
$352K Sell
2024
Q4
$344K Hold
2024
Q3
$353K Sell
2024
Q2
$368K Sell
2024
Q1
$394K Sell
2023
Q4
$371K Sell
2023
Q3
$415K Buy
2023
Q2
$362K Hold
2023
Q1
$370K Sell
2022
Q4
$404K Sell
2022
Q3
$371K Sell
2022
Q2
$408K Sell
2022
Q1
$440K Sell
2021
Q4
$329K Sell
2021
Q3
$322K Sell
2021
Q2
$328K Sell
2021
Q1
$357K Sell
2020
Q4
$326K Sell
2020
Q3
$305K Sell
2020
Q2
$402K Buy