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Centerpoint Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Centerpoint Advisory Group’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
2,443
-600
-20% -$50.9K 0.18% 96
2025
Q1 		$284K Hold
3,043
– – 0.28% 78
2024
Q4 		$261K Buy
+3,043
New +$261K 0.25% 78