Concentric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $224K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $221K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $389K | Hold |
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|
2018
Q1 | $345K | Hold |
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|
2017
Q4 | $370K | Hold |
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|
2017
Q3 | $351K | Hold |
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|
2017
Q2 | $333K | Hold |
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|
2017
Q1 | $358K | Sell |
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|
2016
Q4 | $427K | Buy |
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