Cedar Brook Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $280K | Buy |
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