CCA
Cravens & Co 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
Q1 | – | Sell |
-3,503
| Closed | -$300K | – | 64 |
|
|
2024
Q4 | $300K | Buy |
+3,503
| New | +$300K | 0.23% | 51 |
|
|
2024
Q2 | – | Sell |
-3,798
| Closed | -$359K | – | 80 |
|
|
2024
Q1 | $359K | Sell |
3,798
-524
| -12% | -$49.5K | 0.3% | 55 |
|
|
2023
Q4 | $362K | Buy |
+4,322
| New | +$362K | 0.31% | 51 |
|