Capital Advisory Group Advisory Services’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 | $1.32M | Sell |
|
|||||
|
2025
Q1 | $2.8M | Buy |
|
|||||
|
2024
Q4 | $2.35M | Buy |
|
|||||
|
2024
Q3 | $1.88M | Buy |
|
|||||
|
2024
Q2 | $1.73M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $7K | Sell |
|
|||||
|
2022
Q1 | $14K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $873K | Sell |
|
|||||
|
2021
Q2 | $1.11M | Buy |
|
|||||
|
2021
Q1 | $130K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $278K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $18K | Sell |
|
|||||
|
2018
Q2 | $33K | Buy |
|
|||||
|
2018
Q1 | $16K | Buy |
|