BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.02M | Sell |
|
|||||
|
2022
Q2 | $1.03M | Hold |
|
|||||
|
2022
Q1 | $1.11M | Sell |
|
|||||
|
2021
Q4 | $862K | Hold |
|
|||||
|
2021
Q3 | $809K | Hold |
|
|||||
|
2021
Q2 | $836K | Buy |
|
|||||
|
2021
Q1 | $745K | Buy |
|
|||||
|
2020
Q4 | $541K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $945K | Hold |
|
|||||
|
2016
Q3 | $945K | Sell |
|
|||||
|
2016
Q2 | $929K | Sell |
|
|||||
|
2016
Q1 | $1.41M | Sell |
|
|||||
|
2015
Q4 | $1.43M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $239K | Buy |
|
|||||
|
2014
Q2 | $249K | Buy |
|