SFS
Security 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-36,957
| Closed | -$3.49M | – | 195 |
|
|
2024
Q1 | $3.49M | Buy |
+36,957
| New | +$3.49M | 0.79% | 31 |
|
|
2023
Q1 | – | Sell |
-5,108
| Closed | -$447K | – | 147 |
|
|
2022
Q4 | $447K | Sell |
5,108
-545
| -10% | -$47.7K | 0.14% | 99 |
|
|
2022
Q3 | $407K | Sell |
5,653
-29,483
| -84% | -$2.12M | 0.14% | 101 |
|
|
2022
Q2 | $2.51M | Sell |
35,136
-22,069
| -39% | -$1.58M | 0.8% | 35 |
|
|
2022
Q1 | $4.37M | Sell |
57,205
-14,488
| -20% | -$1.11M | 1.39% | 18 |
|
|
2021
Q4 | $3.98M | Buy |
+71,693
| New | +$3.98M | 1.33% | 20 |
|