Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $172K | Buy |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $161K | Sell |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $102K | Sell |
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|
2021
Q3 | $103K | Sell |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $98K | Buy |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q3 | $39K | Buy |
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|
2018
Q2 | $39K | Sell |
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|
2018
Q1 | $40K | Buy |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $34K | Hold |
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|
2017
Q1 | $36K | Hold |
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|
2016
Q4 | $39K | Sell |
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|
2016
Q3 | $249K | Sell |
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|
2016
Q2 | $286K | Hold |
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|
2016
Q1 | $260K | Buy |
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