CWM
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Centricity Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Centricity Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.4K Hold
240
– – 0.02% 257
2025
Q1 		$22.4K Hold
240
– – 0.02% 241
2024
Q4 		$20.6K Buy
+240
New +$20.6K 0.02% 249