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Aviance Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aviance Capital Partners’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-32,644
Closed -$906K – 266
2021
Q4 		$906K Sell
32,644
-20,552
-39% -$581K 0.15% 147
2021
Q3 		$1.39M Sell
53,196
-19,994
-27% -$495K 0.24% 116
2021
Q2 		$1.97M Sell
73,190
-60
-0.1% -$1.56K 0.34% 68
2021
Q1 		$1.8M Buy
+73,250
New +$1.69M 0.35% 70
2015
Q1 		– Sell
-15,990
Closed -$633K – 236
2014
Q4 		$633K Buy
+15,990
New +$665K 0.24% 129
2014
Q3 		– Sell
-4,360
Closed -$218K – 241
2014
Q2 		$218K Buy
+4,360
New +$206K 0.09% 206

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Ameriprise
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return