RDFA
Ritter Daniher Financial Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,239
| Closed | -$106K | – | 332 |
|
|
2024
Q4 | $106K | Buy |
1,239
+10
| +0.8% | +$857 | 0.03% | 111 |
|
|
2024
Q3 | $108K | Buy |
1,229
+10
| +0.8% | +$878 | 0.03% | 112 |
|
|
2024
Q2 | $111K | Buy |
1,219
+9
| +0.7% | +$820 | 0.04% | 107 |
|
|
2024
Q1 | $114K | Buy |
1,210
+1,160
| +2,320% | +$109K | 0.04% | 107 |
|
|
2023
Q4 | $4.19K | Hold |
50
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $4.52K | Buy |
+50
| New | +$4.52K | ﹤0.01% | 271 |
|