Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $54K | Sell |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $63K | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q3 | $119K | Buy |
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|
2019
Q2 | $117K | Sell |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $121K | Sell |
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|
2018
Q3 | $218K | Buy |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $219K | Sell |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $395K | Sell |
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|
2017
Q1 | $437K | Sell |
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|
2016
Q4 | $591K | Buy |
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|
2016
Q3 | $428K | Buy |
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|
2016
Q2 | $377K | Sell |
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|
2016
Q1 | $344K | Buy |
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|
2015
Q4 | $307K | Sell |
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|
2015
Q3 | $414K | Buy |
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|
2015
Q2 | $419K | Buy |
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|
2015
Q1 | $398K | Sell |
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|
2014
Q4 | $446K | Buy |
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|
2014
Q3 | $132K | Buy |
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|
2014
Q2 | $106K | Hold |
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|
2014
Q1 | $95K | Buy |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $82K | Hold |
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|
2013
Q2 | $78K | Buy |
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