Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $922K | Buy |
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|
2020
Q3 | $264 | Sell |
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|
2020
Q2 | $591K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $134K | Buy |
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|
2018
Q1 | $29K | Buy |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $42K | Sell |
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|
2016
Q4 | $164K | Buy |
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