Cadence Wealth 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 | $7.02M | Buy |
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|
2025
Q1 | $7.31M | Buy |
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|
2024
Q4 | $6.62M | Buy |
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|
2024
Q3 | $6.63M | Buy |
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|
2024
Q2 | $6.78M | Buy |
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|
2024
Q1 | $6.87M | Sell |
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|
2023
Q4 | $6.15M | Sell |
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|
2023
Q3 | $6.93M | Buy |
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|
2023
Q2 | $6.21M | Sell |
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|
2023
Q1 | $6.35M | Buy |
|
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|
2022
Q4 | $6.67M | Sell |
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|
2022
Q3 | $6.25M | Buy |
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|
2022
Q2 | $6.03M | Sell |
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|
2022
Q1 | $12.3M | Sell |
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|
2021
Q4 | $18.4M | Sell |
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|
2021
Q3 | $20.2M | Buy |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $12.9M | Buy |
|