Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $158K | Hold |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $154K | Buy |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $98.5K | Buy |
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|
2020
Q3 | $44.9K | Hold |
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|
2020
Q2 | $56.8K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $12.6K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20.1K | Hold |
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|
2018
Q3 | $26.5K | Hold |
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|
2018
Q2 | $26.6K | Buy |
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