BNC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.53M | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $231K | Sell |
|
|||||
|
2024
Q1 | $2.43M | Buy |
|
|||||
|
2023
Q4 | $1.31M | Buy |
|
|||||
|
2023
Q3 | $328K | Sell |
|
|||||
|
2023
Q2 | $298K | Sell |
|
|||||
|
2023
Q1 | $350K | Sell |
|
|||||
|
2022
Q4 | $602K | Buy |
|
|||||
|
2022
Q3 | $385K | Sell |
|
|||||
|
2022
Q2 | $1.02M | Sell |
|
|||||
|
2022
Q1 | $1.21M | Buy |
|
|||||
|
2021
Q4 | $688K | Buy |
|
|||||
|
2021
Q3 | $619K | Buy |
|
|||||
|
2021
Q2 | $336K | Buy |
|