Avitas 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
Q4 | $706K | Sell |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $895K | Buy |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $888K | Buy |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $805K | Buy |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $538K | Buy |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $594K | Sell |
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|
2018
Q2 | $601K | Buy |
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