CMP
Coston McIsaac & Partners’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 |
-15
| Closed | -$1K | – | 847 |
|
2025
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 734 |
|
2024
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 733 |
|
2024
Q3 | $1 | Hold |
15
| – | – | ﹤0.01% | 737 |
|
2024
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 716 |
|
2024
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 702 |
|
2023
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 700 |
|
2023
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 702 |
|
2023
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 742 |
|
2023
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 773 |
|
2022
Q4 | $1 | Hold |
15
| – | – | ﹤0.01% | 740 |
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 661 |
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 469 |
|