CWM
Cedar Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7K | Hold |
20
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $1.87K | Hold |
20
| – | – | ﹤0.01% | 178 |
|
|
2024
Q4 | $1.71K | Sell |
20
-30,225
| -100% | -$2.59M | ﹤0.01% | 180 |
|
|
2024
Q3 | $2.66M | Buy |
30,245
+2,048
| +7% | +$180K | 0.82% | 19 |
|
|
2024
Q2 | $2.57M | Buy |
28,197
+5,557
| +25% | +$507K | 0.83% | 17 |
|
|
2024
Q1 | $2.14M | Buy |
22,640
+602
| +3% | +$56.8K | 0.7% | 23 |
|
|
2023
Q4 | $1.85M | Sell |
22,038
-891
| -4% | -$74.7K | 0.67% | 23 |
|
|
2023
Q3 | $2.07M | Sell |
22,929
-816
| -3% | -$73.8K | 0.82% | 21 |
|
|
2023
Q2 | $1.93M | Buy |
23,745
+115
| +0.5% | +$9.34K | 0.74% | 21 |
|
|
2023
Q1 | $1.96M | Buy |
23,630
+3,442
| +17% | +$285K | 0.8% | 19 |
|
|
2022
Q4 | $1.77M | Buy |
20,188
+13,293
| +193% | +$1.16M | 0.87% | 18 |
|
|
2022
Q3 | $497K | Sell |
6,895
-300
| -4% | -$21.6K | 0.25% | 66 |
|
|
2022
Q2 | $515K | Sell |
7,195
-5
| -0.1% | -$358 | 0.24% | 63 |
|
|
2022
Q1 | $550K | Buy |
7,200
+525
| +8% | +$40.1K | 0.22% | 71 |
|
|
2021
Q4 | $370K | Buy |
6,675
+3,050
| +84% | +$169K | 0.15% | 96 |
|
|
2021
Q3 | $189K | Buy |
3,625
+2,350
| +184% | +$123K | 0.08% | 108 |
|
|
2021
Q2 | $69K | Buy |
1,275
+475
| +59% | +$25.7K | 0.03% | 154 |
|
|
2021
Q1 | $39K | Buy |
800
+700
| +700% | +$34.1K | 0.02% | 166 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 216 |
|
|
2020
Q2 | – | Sell |
-255
| Closed | -$7K | – | 243 |
|
|
2020
Q1 | $7K | Buy |
255
+205
| +410% | +$5.63K | ﹤0.01% | 202 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 165 |
|
|
2019
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 148 |
|
|
2019
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 163 |
|
|
2017
Q3 | – | Sell |
-591
| Closed | -$38K | – | 144 |
|
|
2017
Q2 | $38K | Hold |
591
| – | – | 0.02% | 89 |
|
|
2017
Q1 | $41K | Hold |
591
| – | – | 0.03% | 85 |
|
|
2016
Q4 | $45K | Hold |
591
| – | – | 0.03% | 80 |
|
|
2016
Q3 | $42K | Hold |
591
| – | – | 0.03% | 70 |
|
|
2016
Q2 | $40K | Hold |
591
| – | – | 0.03% | 82 |
|
|
2016
Q1 | $37K | Buy |
+591
| New | +$37K | 0.03% | 68 |
|