Cladis Investment Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Buy |
|
|||||
|
2025
Q2 | $1.49M | Buy |
|
|||||
|
2025
Q1 | $1.64M | Sell |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $1.25M | Buy |
|
|||||
|
2024
Q2 | $1.24M | Buy |
|
|||||
|
2024
Q1 | $1.28M | Buy |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $910K | Sell |
|
|||||
|
2023
Q2 | $823K | Sell |
|
|||||
|
2023
Q1 | $848K | Sell |
|
|||||
|
2022
Q4 | $917K | Sell |
|
|||||
|
2022
Q3 | $830K | Sell |
|
|||||
|
2022
Q2 | $841K | Sell |
|
|||||
|
2022
Q1 | $1.21M | Sell |
|
|||||
|
2021
Q4 | $965K | Buy |
|