BSW Wealth Partners’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
2020
Q2
Sell
2020
Q1
$289K Buy
2014
Q4
Sell
2014
Q3
$7.5M Sell
2014
Q2
$8.74M Sell
2014
Q1
$7.9M Sell
2013
Q4
$8.04M Sell
2013
Q3
$8.1M Buy
2013
Q2
$7.28M Buy