Energy Select Sector SPDR shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 25k | 93.83 |
| 2024-06-30 | $2.2M | 24k | 91.20 |
| 2024-03-31 | $2.1M | 23k | 92.05 |
| 2023-12-31 | $2.3M | 28k | 84.39 |
| 2023-09-30 | $1.8M | 21k | 86.33 |
| 2023-06-30 | $1.7M | 21k | 80.90 |
| 2023-03-31 | $1.6M | 20k | 80.26 |
| 2022-12-31 | $1.9M | 21k | 93.11 |
| 2022-09-30 | $1.0M | 13k | 79.44 |
| 2022-06-30 | $1.4M | 19k | 70.98 |
| 2022-03-31 | $3.3M | 41k | 80.35 |
| 2021-12-31 | $284k | 4.6k | 62.40 |
| 2018-03-31 | $229k | 3.4k | 67.53 |
More positions owned by Castle Rock Wealth Management
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