Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $302K | Sell |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $433K | Sell |
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|
2016
Q4 | $523K | Sell |
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|
2016
Q3 | $558K | Buy |
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|
2016
Q2 | $430K | Sell |
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|
2016
Q1 | $418K | Sell |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $242K | Sell |
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|
2015
Q2 | $326K | Sell |
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|
2015
Q1 | $409K | Sell |
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|
2014
Q4 | $426K | Buy |
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|
2014
Q3 | $465K | Sell |
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|
2014
Q2 | $615K | Buy |
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|
2014
Q1 | $349K | Buy |
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