CA
Crumly & Associates’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 | $4.73M | Sell |
55,756
-1,224
| -2% | -$104K | 1.15% | 29 |
|
|
2025
Q1 | $5.32M | Sell |
56,980
-484
| -0.8% | -$45.2K | 1.47% | 23 |
|
|
2024
Q4 | $4.92M | Sell |
57,464
-134
| -0.2% | -$11.5K | 1.34% | 25 |
|
|
2024
Q3 | $5.06M | Sell |
57,598
-3,879
| -6% | -$341K | 1.4% | 24 |
|
|
2024
Q2 | $5.6M | Sell |
61,477
-1,929
| -3% | -$176K | 1.61% | 22 |
|
|
2024
Q1 | $5.99M | Sell |
63,406
-2,925
| -4% | -$276K | 1.57% | 24 |
|
|
2023
Q4 | $5.56M | Sell |
66,331
-58,693
| -47% | -$4.92M | 1.62% | 23 |
|
|
2023
Q3 | $11.3M | Sell |
125,024
-2,438
| -2% | -$220K | 4.44% | 4 |
|
|
2023
Q2 | $10.3M | Sell |
127,462
-497
| -0.4% | -$40.3K | 4.14% | 3 |
|
|
2023
Q1 | $10.6M | Buy |
127,959
+888
| +0.7% | +$73.6K | 4.6% | 4 |
|
|
2022
Q4 | $11.1M | Buy |
127,071
+6,072
| +5% | +$531K | 4.19% | 6 |
|
|
2022
Q3 | $8.71M | Sell |
120,999
-14,264
| -11% | -$1.03M | 3.59% | 9 |
|
|
2022
Q2 | $9.67M | Buy |
135,263
+6,198
| +5% | +$443K | 4.02% | 8 |
|
|
2022
Q1 | $9.87M | Sell |
129,065
-1,866
| -1% | -$143K | 3.7% | 9 |
|
|
2021
Q4 | $8.88M | Buy |
130,931
+32,922
| +34% | +$2.23M | 3.5% | 11 |
|
|
2021
Q3 | $5.11M | Buy |
98,009
+13,915
| +17% | +$725K | 2.37% | 15 |
|
|
2021
Q2 | $4.53M | Buy |
84,094
+11,260
| +15% | +$607K | 2.19% | 15 |
|
|
2021
Q1 | $3.57M | Buy |
+72,834
| New | +$3.57M | 2.09% | 17 |
|