CVA Family Office’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 | $88.5K | Hold |
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|
2025
Q2 | $84K | Sell |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $84.9K | Hold |
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|
2024
Q3 | $87K | Hold |
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|
2024
Q2 | $90.3K | Hold |
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|
2024
Q1 | $93.6K | Hold |
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|
2023
Q4 | $83.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $73.8K | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $183K | Hold |
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|
2021
Q4 | $133K | Hold |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $129K | Hold |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $137K | Buy |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $91K | Buy |
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