Consolidated Planning Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $742K | Sell |
|
|||||
|
2025
Q3 | $752K | Buy |
|
|||||
|
2025
Q2 | $675K | Buy |
|
|||||
|
2025
Q1 | $731K | Sell |
|
|||||
|
2024
Q4 | $683K | Buy |
|
|||||
|
2024
Q3 | $700K | Sell |
|
|||||
|
2024
Q2 | $744K | Sell |
|
|||||
|
2024
Q1 | $775K | Sell |
|
|||||
|
2023
Q4 | $699K | Sell |
|
|||||
|
2023
Q3 | $788K | Buy |
|
|||||
|
2023
Q2 | $688K | Buy |
|