CFCI
Comprehensive Financial Consultants Institutional’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 | $298K | Hold |
3,516
| – | – | 0.1% | 151 |
|
|
2025
Q1 | $329K | Sell |
3,516
-2,060
| -37% | -$193K | 0.12% | 140 |
|
|
2024
Q4 | $478K | Buy |
5,576
+545
| +11% | +$46.7K | 0.17% | 122 |
|
|
2024
Q3 | $442K | Sell |
5,031
-486
| -9% | -$42.7K | 0.16% | 127 |
|
|
2024
Q2 | $503K | Buy |
5,517
+167
| +3% | +$15.2K | 0.2% | 119 |
|
|
2024
Q1 | $505K | Sell |
5,350
-778
| -13% | -$73.5K | 0.21% | 117 |
|
|
2023
Q4 | $514K | Sell |
6,128
-218
| -3% | -$18.3K | 0.24% | 109 |
|
|
2023
Q3 | $574K | Buy |
6,346
+3,448
| +119% | +$312K | 0.3% | 106 |
|
|
2023
Q2 | $236K | Sell |
2,898
-65
| -2% | -$5.28K | 0.12% | 145 |
|
|
2023
Q1 | $245K | Sell |
2,963
-4,057
| -58% | -$336K | 0.14% | 138 |
|
|
2022
Q4 | $631K | Sell |
7,020
-154
| -2% | -$13.8K | 0.38% | 94 |
|
|
2022
Q3 | $583K | Hold |
7,174
| – | – | 0.38% | 92 |
|
|
2022
Q2 | $494K | Sell |
7,174
-157
| -2% | -$10.8K | 0.35% | 105 |
|
|
2022
Q1 | $608K | Sell |
7,331
-62
| -0.8% | -$5.14K | 0.42% | 91 |
|
|
2021
Q4 | $509K | Buy |
+7,393
| New | +$509K | 0.33% | 94 |
|