Cyndeo Wealth Partners’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 | $517K | Sell |
|
|||||
|
2025
Q2 | $519K | Sell |
|
|||||
|
2025
Q1 | $596K | Sell |
|
|||||
|
2024
Q4 | $571K | Buy |
|
|||||
|
2024
Q3 | $511K | Buy |
|
|||||
|
2024
Q2 | $391K | Buy |
|
|||||
|
2024
Q1 | $392K | Sell |
|
|||||
|
2023
Q4 | $361K | Buy |
|
|||||
|
2023
Q3 | $368K | Sell |
|
|||||
|
2023
Q2 | $368K | Buy |
|
|||||
|
2023
Q1 | $336K | Sell |
|
|||||
|
2022
Q4 | $414K | Buy |
|