Cardiff Park Advisors’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 | $1.17M | Buy |
|
|||||
|
2025
Q1 | $1.29M | Buy |
|
|||||
|
2024
Q4 | $1.18M | Buy |
|
|||||
|
2024
Q3 | $1.21M | Buy |
|
|||||
|
2024
Q2 | $1.26M | Buy |
|
|||||
|
2024
Q1 | $1.3M | Buy |
|
|||||
|
2023
Q4 | $1.15M | Buy |
|
|||||
|
2023
Q3 | $1.06M | Hold |
|
|||||
|
2023
Q2 | $954K | Buy |
|
|||||
|
2023
Q1 | $973K | Hold |
|
|||||
|
2022
Q4 | $1.03M | Hold |
|
|||||
|
2022
Q3 | $846K | Hold |
|
|||||
|
2022
Q2 | $840K | Sell |
|
|||||
|
2022
Q1 | $3.45M | Buy |
|
|||||
|
2021
Q4 | $2.5M | Buy |
|