Cardinal Strategic Wealth Guidance’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-397
| Closed | -$33.3K | – | 75 |
|
|
2023
Q4 | $33.3K | Sell |
397
-11
| -3% | -$922 | 0.01% | 70 |
|
|
2023
Q3 | $36.9K | Sell |
408
-9
| -2% | -$814 | 0.02% | 71 |
|
|
2023
Q2 | $33.8K | Hold |
417
| – | – | 0.02% | 72 |
|
|
2023
Q1 | $34.5K | Sell |
417
-20,862
| -98% | -$1.73M | 0.02% | 71 |
|
|
2022
Q4 | $1.86M | Buy |
21,279
+2,378
| +13% | +$208K | 0.89% | 23 |
|
|
2022
Q3 | $1.36M | Buy |
18,901
+1,338
| +8% | +$96.3K | 0.72% | 18 |
|
|
2022
Q2 | $1.26M | Sell |
17,563
-16,466
| -48% | -$1.18M | 0.64% | 19 |
|
|
2022
Q1 | $2.6M | Buy |
34,029
+2,718
| +9% | +$208K | 1.19% | 15 |
|
|
2021
Q4 | $1.74M | Sell |
31,311
-3,923
| -11% | -$218K | 0.81% | 18 |
|
|
2021
Q3 | $1.84M | Buy |
35,234
+1,154
| +3% | +$60.1K | 0.96% | 17 |
|
|
2021
Q2 | $1.84M | Buy |
+34,080
| New | +$1.84M | 0.97% | 19 |
|