Bison Wealth’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 | $1.46M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $2.06M | Hold |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $941K | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $780K | Buy |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $140K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $1.2M | Sell |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.27M | Buy |
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