CWM
Compass 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 | – | Sell |
-240
| Closed | -$22.4K | – | 425 |
|
|
2025
Q1 | $22.4K | Hold |
240
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $20.6K | Hold |
240
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $21.1K | Hold |
240
| – | – | 0.01% | 322 |
|
|
2024
Q2 | $21.9K | Hold |
240
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $22.7K | Hold |
240
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $20.1K | Hold |
240
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $21.7K | Hold |
240
| – | – | 0.01% | 307 |
|
|
2023
Q2 | $19.5K | Hold |
240
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $19.9K | Hold |
240
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $21K | Buy |
+240
| New | +$21K | 0.01% | 313 |
|