9258 Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $527K | Sell |
|
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|
2023
Q3 | $592K | Sell |
|
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|
2023
Q2 | $533K | Sell |
|
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|
2023
Q1 | $570K | Sell |
|
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|
2022
Q4 | $626K | Sell |
|
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $720K | Sell |
|
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $613K | Buy |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $543K | Buy |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $283K | Buy |
|