Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $79K | Hold |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $78K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $50K | Sell |
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|
2019
Q2 | $60K | Buy |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $54K | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $467K | Buy |
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