CWM
Comprehensive 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 | $234K | Buy |
+2,755
| New | +$234K | 0.19% | 39 |
|
|
2024
Q2 | – | Sell |
-7,097
| Closed | -$670K | – | 41 |
|
|
2024
Q1 | $670K | Buy |
7,097
+577
| +9% | +$54.5K | 0.52% | 16 |
|
|
2023
Q4 | $547K | Sell |
6,520
-294
| -4% | -$24.6K | 0.49% | 21 |
|
|
2023
Q3 | $616K | Buy |
6,814
+41
| +0.6% | +$3.71K | 0.58% | 18 |
|
|
2023
Q2 | $550K | Buy |
6,773
+745
| +12% | +$60.5K | 0.48% | 22 |
|
|
2023
Q1 | $499K | Buy |
+6,028
| New | +$499K | 0.41% | 23 |
|