Van Hulzen Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $261K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $151K | Hold |
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|
2016
Q1 | $137K | Buy |
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