Cassady Schiller 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
2024
Q4
$235K Sell
2024
Q3
$301K Hold
2024
Q2
$312K Hold
2024
Q1
$323K Hold
2023
Q4
$287K Hold
2023
Q3
$309K Buy
2023
Q2
$245K Hold
2023
Q1
$250K Sell
2022
Q4
$664K Buy
2022
Q3
$544K Buy
2022
Q2
$538K Buy
2022
Q1
$224K Buy
2021
Q4
$161K Buy