CWG
Cornerstone Wealth 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
Q2 | $4.8M | Buy |
+56,618
| New | +$4.8M | 0.36% | 77 |
|
|
2022
Q4 | – | Sell |
-159,425
| Closed | -$11.5M | – | 154 |
|
|
2022
Q3 | $11.5M | Buy |
+159,425
| New | +$11.5M | 2.54% | 9 |
|
|
2021
Q3 | – | Sell |
-44,404
| Closed | -$2.09M | – | 166 |
|
|
2021
Q2 | $2.09M | Sell |
44,404
-16,269
| -27% | -$764K | 0.43% | 74 |
|
|
2021
Q1 | $2.89M | Sell |
60,673
-12,649
| -17% | -$603K | 0.59% | 68 |
|
|
2020
Q4 | $2.78M | Buy |
+73,322
| New | +$2.78M | 0.68% | 53 |
|