Castle Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
AWA
Castle Wealth Management's XLE Position: Q4 2022 in Review
Castle Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 434 shares — an estimated $16K sold.
Castle Wealth Management first reported a position in XLE in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q3 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.
- Castle Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
- Castle Wealth Management sold 434 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $16K.
- Castle Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
- Castle Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $16K in Q3 2022.
- 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.
Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.