Energy Select Sector SPDR shares owned by Kozak & Associates
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Kozak & Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $10k | 126 | 80.66 |
2023-09-30 | $11k | 125 | 85.56 |
2023-06-30 | $10k | 124 | 81.26 |
2023-03-31 | $10k | 123 | 82.66 |
2022-12-31 | $11k | 121 | 90.91 |
2022-09-30 | $10k | 120 | 83.33 |
2022-06-30 | $9.0k | 119 | 75.63 |
2022-03-31 | $9.0k | 117 | 76.92 |
2021-12-31 | $9.0k | 117 | 76.92 |
2021-09-30 | $7.0k | 115 | 60.87 |