CA
CWC Advisors’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 | $3.5M | Buy |
41,227
+674
| +2% | +$57.2K | 1.81% | 19 |
|
|
2025
Q1 | $3.79M | Buy |
40,553
+10,466
| +35% | +$978K | 2.16% | 14 |
|
|
2024
Q4 | $2.58M | Buy |
30,087
+2,094
| +7% | +$179K | 2.57% | 7 |
|
|
2024
Q3 | $2.46M | Buy |
+27,993
| New | +$2.46M | 2.43% | 7 |
|