Comprehensive Financial Consultants Institutional’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 | $307K | Sell |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $478K | Buy |
|
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|
2024
Q3 | $442K | Sell |
|
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|
2024
Q2 | $503K | Buy |
|
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $574K | Buy |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $509K | Buy |
|