CWA
XLE icon

Continuum Wealth Advisors’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
Sell
-2,217
Closed -$207K 65
2025
Q1
$207K Buy
+2,217
New +$207K 0.11% 52
2023
Q1
Sell
-24,945
Closed -$2.18M 49
2022
Q4
$2.18M Buy
+24,945
New +$2.18M 2.17% 9