CWAG
Compton Wealth Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,145
| Closed | -$269K | – | 109 |
|
|
2024
Q4 | $269K | Hold |
3,145
| – | – | 0.07% | 95 |
|
|
2024
Q3 | $276K | Sell |
3,145
-66
| -2% | -$5.8K | 0.07% | 98 |
|
|
2024
Q2 | $293K | Buy |
3,211
+66
| +2% | +$6.02K | 0.08% | 93 |
|
|
2024
Q1 | $297K | Buy |
+3,145
| New | +$297K | 0.08% | 89 |
|