CBIZ Investment Advisory Services’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 | $36.8K | Hold |
434
| – | – | ﹤0.01% | 162 |
|
|
2025
Q1 | $40.6K | Buy |
+434
| New | +$40.6K | ﹤0.01% | 134 |
|
|
2024
Q3 | – | Sell |
-51
| Closed | -$4.65K | – | 441 |
|
|
2024
Q2 | $4.65K | Buy |
+51
| New | +$4.65K | ﹤0.01% | 300 |
|
|
2020
Q2 | – | Hold |
0
| – | -$7K | – | 216 |
|
|
2020
Q1 | – | Hold |
0
| – | -$14K | – | 163 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 118 |
|