BCR Wealth Strategies’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
2022
Q4
Sell
-646
Closed -$23K 105
2022
Q3
$23K Hold
646
0.02% 55
2022
Q2
$23K Hold
646
0.02% 57
2022
Q1
$25K Hold
646
0.02% 56
2021
Q4
$18K Buy
+646
New +$18.3K 0.02% 61

Other funds holding XLE

BCR Wealth Strategies's XLE Position: Q4 2022 in Review

BCR Wealth Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 646 shares — an estimated $23K sold.

BCR Wealth Strategies first reported a position in XLE in Q4 2021 and held it in 4 quarters. The position peaked at $25K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • BCR Wealth Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 646 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $23K.
  • BCR Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $25K in Q1 2022.
  • 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.