SHJ
Sharkey, Howes & Javer’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 | $217K | Sell |
2,559
-283
| -10% | -$24K | 0.03% | 150 |
|
|
2025
Q1 | $266K | Buy |
2,842
+180
| +7% | +$16.8K | 0.04% | 131 |
|
|
2024
Q4 | $228K | Buy |
2,662
+22
| +0.8% | +$1.88K | 0.03% | 137 |
|
|
2024
Q3 | $232K | Buy |
2,640
+22
| +0.8% | +$1.93K | 0.03% | 135 |
|
|
2024
Q2 | $239K | Buy |
2,618
+20
| +0.8% | +$1.82K | 0.04% | 109 |
|
|
2024
Q1 | $245K | Buy |
2,598
+17
| +0.7% | +$1.61K | 0.04% | 112 |
|
|
2023
Q4 | $216K | Buy |
2,581
+24
| +0.9% | +$2.01K | 0.04% | 110 |
|
|
2023
Q3 | $231K | Buy |
2,557
+19
| +0.7% | +$1.72K | 0.04% | 101 |
|
|
2023
Q2 | $206K | Buy |
2,538
+22
| +0.9% | +$1.79K | 0.04% | 94 |
|
|
2023
Q1 | $208K | Buy |
2,516
+26
| +1% | +$2.15K | 0.04% | 89 |
|
|
2022
Q4 | $218K | Buy |
+2,490
| New | +$218K | 0.05% | 89 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$11K | – | 242 |
|
|
2016
Q3 | $11K | Hold |
150
| – | – | 0.01% | 162 |
|
|
2016
Q2 | $10K | Buy |
+150
| New | +$10K | 0.01% | 169 |
|