Cordasco Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $179K | Buy |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $19K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $39K | Hold |
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|
2018
Q4 | $34K | Buy |
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