SDH
Sloy Dahl & Holst’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 | $615K | Buy |
7,254
+60
| +0.8% | +$5.09K | 0.09% | 55 |
|
|
2025
Q1 | $672K | Sell |
7,194
-635
| -8% | -$59.3K | 0.12% | 51 |
|
|
2024
Q4 | $671K | Sell |
7,829
-200
| -2% | -$17.1K | 0.09% | 49 |
|
|
2024
Q3 | $705K | Buy |
8,029
+1,110
| +16% | +$97.5K | 0.12% | 42 |
|
|
2024
Q2 | $631K | Buy |
6,919
+160
| +2% | +$14.6K | 0.13% | 38 |
|
|
2024
Q1 | $638K | Buy |
6,759
+305
| +5% | +$28.8K | 0.15% | 39 |
|
|
2023
Q4 | $541K | Buy |
6,454
+365
| +6% | +$30.6K | 0.11% | 45 |
|
|
2023
Q3 | $550K | Buy |
6,089
+1,595
| +35% | +$144K | 0.12% | 37 |
|
|
2023
Q2 | $365K | Hold |
4,494
| – | – | 0.07% | 55 |
|
|
2023
Q1 | $372K | Buy |
4,494
+190
| +4% | +$15.7K | 0.08% | 42 |
|
|
2022
Q4 | $376K | Buy |
4,304
+55
| +1% | +$4.81K | 0.13% | 41 |
|
|
2022
Q3 | $306K | Buy |
4,249
+215
| +5% | +$15.5K | 0.06% | 58 |
|
|
2022
Q2 | $288K | Buy |
4,034
+1,245
| +45% | +$88.9K | 0.07% | 54 |
|
|
2022
Q1 | $213K | Buy |
+2,789
| New | +$213K | 0.04% | 73 |
|