CWM
Certus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,279
| Closed | -$211K | – | 54 |
|
|
2024
Q1 | $211K | Sell |
2,279
-2,746
| -55% | -$254K | 0.17% | 50 |
|
|
2023
Q4 | $421K | Sell |
5,025
-1,054
| -17% | -$88.4K | 0.36% | 46 |
|
|
2023
Q3 | $549K | Sell |
6,079
-10,809
| -64% | -$977K | 0.53% | 38 |
|
|
2023
Q2 | $1.37M | Buy |
+16,888
| New | +$1.37M | 1.36% | 22 |
|