Coyle Financial Counsel’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
2018
Q2
Sell
-6,122
Closed -$84K 328
2018
Q1
$84K Buy
+6,122
New +$217K 0.09% 49
2017
Q2
$252K Buy
7,770
+534
+7% +$17.9K 0.34% 39
2017
Q1
$253K Sell
7,236
-438
-6% -$15.8K 0.33% 37
2016
Q4
$289K Sell
7,674
-1,272
-14% -$46K 0.62% 18
2016
Q3
$313K Sell
8,946
-626
-7% -$21.4K 0.45% 30
2016
Q2
$327K Sell
9,572
-184
-2% -$6.07K 0.47% 32
2016
Q1
$302K Buy
9,756
+510
+6% +$14.8K 0.48% 30
2015
Q4
$279K Buy
9,246
+264
+3% +$8.69K 0.27% 41
2015
Q3
$275K Buy
8,982
+3,014
+51% +$102K 0.26% 37
2015
Q2
$224K Sell
5,968
-130
-2% -$5.16K 0.25% 39
2015
Q1
$237K Sell
6,098
-1,852
-23% -$71.7K 0.26% 40
2014
Q4
$290K Buy
7,950
+918
+13% +$38.2K 0.35% 38
2014
Q3
$319K Hold
7,032
0.4% 38
2014
Q2
$352K Hold
7,032
0.48% 32
2014
Q1
$313K Buy
7,032
+282
+4% +$12.2K 0.44% 34
2013
Q4
$299K Buy
+6,750
New +$291K 0.41% 33

Other funds holding XLE