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Criterion Capital Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Criterion Capital Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$974K Hold
10,682
– – 0.61% 41
2024
Q3 		$974K Hold
10,682
– – 0.61% 41
2024
Q2 		$974K Buy
10,682
+5,823
+120% +$531K 0.61% 41
2024
Q1 		$459K Buy
4,859
+11
+0.2% +$1.04K 0.31% 55
2023
Q4 		$406K Buy
+4,848
New +$406K 0.3% 59