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