CWA Asset Management Group’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
Q2 | $3.99M | Sell |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $3.59M | Sell |
|
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $4.56M | Sell |
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|
2021
Q4 | $6.51M | Buy |
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|
2021
Q3 | $5.91M | Buy |
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|
2021
Q2 | $6.03M | Buy |
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|
2021
Q1 | $4.83M | Sell |
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|
2020
Q4 | $5.75M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $542K | Buy |
|