Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $213K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $645K | Sell |
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|
2017
Q2 | $725K | Buy |
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|
2017
Q1 | $771K | Sell |
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|
2016
Q4 | $889K | Sell |
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|
2016
Q3 | $1.47M | Sell |
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|
2016
Q2 | $1.52M | Buy |
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|
2016
Q1 | $701K | Sell |
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|
2015
Q4 | $1.92M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $441K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $16K | Buy |
|