Cascades Capital Asset Management’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
2025
Q2
$516K Sell
6,085
-1,840
-23% -$156K 0.27% 59
2025
Q1
$741K Buy
7,925
+208
+3% +$19.4K 0.4% 42
2024
Q4
$661K Buy
+7,717
New +$661K 0.35% 49