Destination 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
2019
Q2
Sell
-324
Closed -$11K 769
2019
Q1
$11K Buy
324
+124
+62% +$3.98K ﹤0.01% 461
2018
Q4
$6K Sell
200
-756
-79% -$25.3K ﹤0.01% 440
2018
Q3
$36K Buy
956
+906
+1,812% +$34K ﹤0.01% 341
2018
Q2
$2K Buy
50
+32
+178% +$1.19K ﹤0.01% 481
2018
Q1
$0 Buy
+18
New +$637 ﹤0.01% 589

Other funds holding XLE

Destination Wealth Management's XLE Position: Q2 2019 in Review

Destination Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 324 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in XLE in Q1 2018 and held it in 5 quarters. The position peaked at $36K in Q3 2018. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

  • Destination Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 324 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $11K.
  • Destination Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $36K in Q3 2018.
  • 808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.