RFS
Richardson Financial Services’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 | $12.8K | Sell |
150
-10,423
| -99% | -$891K | 0.01% | 378 |
|
|
2025
Q1 | $988K | Buy |
+10,573
| New | +$988K | 0.75% | 30 |
|
|
2024
Q4 | – | Sell |
-10,423
| Closed | -$950K | – | 658 |
|
|
2024
Q3 | $950K | Hold |
10,423
| – | – | 0.6% | 42 |
|
|
2024
Q2 | $950K | Buy |
+10,423
| New | +$950K | 0.68% | 37 |
|
|
2024
Q1 | – | Sell |
-10,709
| Closed | -$898K | – | 644 |
|
|
2023
Q4 | $898K | Buy |
+10,709
| New | +$898K | 0.79% | 34 |
|