Connecticut Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $799K | Sell |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $2.58M | Buy |
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