CWM
Collaborative 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 | $1.38M | Sell |
16,306
-53
| -0.3% | -$4.5K | 0.6% | 36 |
|
|
2025
Q1 | $1.53M | Buy |
16,359
+1,172
| +8% | +$110K | 0.71% | 33 |
|
|
2024
Q4 | $1.3M | Buy |
15,187
+497
| +3% | +$42.6K | 0.59% | 38 |
|
|
2024
Q3 | $1.29M | Sell |
14,690
-237
| -2% | -$20.8K | 0.58% | 38 |
|
|
2024
Q2 | $1.36M | Buy |
14,927
+500
| +3% | +$45.6K | 0.67% | 34 |
|
|
2024
Q1 | $1.36M | Buy |
14,427
+2,429
| +20% | +$229K | 0.68% | 36 |
|
|
2023
Q4 | $1.01M | Buy |
11,998
+4,116
| +52% | +$345K | 0.54% | 46 |
|
|
2023
Q3 | $712K | Buy |
7,882
+2,585
| +49% | +$234K | 0.43% | 60 |
|
|
2023
Q2 | $430K | Sell |
5,297
-365
| -6% | -$29.6K | 0.26% | 91 |
|
|
2023
Q1 | $469K | Buy |
5,662
+28
| +0.5% | +$2.32K | 0.3% | 85 |
|
|
2022
Q4 | $493K | Buy |
5,634
+499
| +10% | +$43.6K | 0.32% | 86 |
|
|
2022
Q3 | $370K | Buy |
+5,135
| New | +$370K | 0.26% | 101 |
|