Cranbrook Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Buy |
|
|||||
|
2025
Q2 | $124K | Buy |
|
|||||
|
2025
Q1 | $102K | Sell |
|
|||||
|
2024
Q4 | $94.3K | Buy |
|
|||||
|
2024
Q3 | $96.6K | Buy |
|
|||||
|
2024
Q2 | $89.1K | Sell |
|
|||||
|
2024
Q1 | $101K | Buy |
|
|||||
|
2023
Q4 | $78.1K | Buy |
|
|||||
|
2023
Q3 | $83.6K | Buy |
|
|||||
|
2023
Q2 | $70.5K | Sell |
|
|||||
|
2023
Q1 | $93.2K | Sell |
|
|||||
|
2022
Q4 | $166K | Sell |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2022
Q2 | $301K | Buy |
|
|||||
|
2022
Q1 | $322K | Sell |
|
|||||
|
2021
Q4 | $293K | Buy |
|
|||||
|
2021
Q3 | $270K | Buy |
|
|||||
|
2021
Q2 | $279K | Buy |
|
|||||
|
2021
Q1 | $254K | Sell |
|
|||||
|
2020
Q4 | $203K | Sell |
|
|||||
|
2020
Q3 | $247K | Sell |
|
|||||
|
2020
Q2 | $486K | Sell |
|
|||||
|
2020
Q1 | $527K | Buy |
|
|||||
|
2019
Q4 | $1.01M | Sell |
|
|||||
|
2019
Q3 | $1M | Sell |
|
|||||
|
2019
Q2 | $1.84M | Sell |
|
|||||
|
2019
Q1 | $2.7M | Sell |
|
|||||
|
2018
Q4 | $2.37M | Sell |
|
|||||
|
2018
Q3 | $3.67M | Buy |
|
|||||
|
2018
Q2 | $3.62M | Sell |
|
|||||
|
2018
Q1 | $3.23M | Sell |
|
|||||
|
2017
Q4 | $3.47M | Buy |
|
|||||
|
2017
Q3 | $3.22M | Sell |
|
|||||
|
2017
Q2 | $3.1M | Buy |
|
|||||
|
2017
Q1 | $3.11M | Sell |
|
|||||
|
2016
Q4 | $3.4M | Sell |
|
|||||
|
2016
Q3 | $3.25M | Sell |
|
|||||
|
2016
Q2 | $3.56M | Buy |
|
|||||
|
2016
Q1 | $3.17M | Buy |
|
|||||
|
2015
Q4 | $2.38M | Buy |
|
|||||
|
2015
Q3 | $1.78M | Buy |
|
|||||
|
2015
Q2 | $1.43M | Buy |
|
|||||
|
2015
Q1 | $774K | Buy |
|
|||||
|
2014
Q4 | $724K | Buy |
|