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CVFG LLC’s Energy Select Sector SPDR Fund XLE Stock Holding History

CVFG LLC’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
2,971
+18
+0.6% +$1.53K 0.2% 87
2025
Q1 		$276K Buy
2,953
+362
+14% +$33.8K 0.25% 74
2024
Q4 		$222K Buy
+2,591
New +$222K 0.2% 82