Dowling & Yahnke’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
Q3 | $11.5M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $7.84M | Buy |
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|
2021
Q3 | $7.09M | Buy |
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|
2021
Q2 | $7.22M | Buy |
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|
2021
Q1 | $6.19M | Buy |
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|
2020
Q4 | $4.57M | Sell |
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|
2020
Q3 | $4.27M | Buy |
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|
2020
Q2 | $5.12M | Buy |
|
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $3.96M | Sell |
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|
2019
Q3 | $4.08M | Buy |
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|
2019
Q2 | $3.23M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $702K | Sell |
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|
2018
Q3 | $851K | Sell |
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|
2018
Q2 | $890K | Sell |
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|
2018
Q1 | $871K | Sell |
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|
2017
Q4 | $947K | Sell |
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|
2017
Q3 | $945K | Buy |
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|
2017
Q2 | $870K | Buy |
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|
2017
Q1 | $931K | Sell |
|
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $978K | Hold |
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|
2016
Q2 | $945K | Hold |
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|
2016
Q1 | $857K | Buy |
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|
2015
Q4 | $671K | Sell |
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|
2015
Q3 | $931K | Sell |
|
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|
2015
Q2 | $1.59M | Buy |
|
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|
2015
Q1 | $1.59M | Buy |
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|
2014
Q4 | $205K | Sell |
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|
2014
Q3 | $239K | Buy |
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|
2014
Q2 | $244K | Sell |
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|
2014
Q1 | $235K | Buy |
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|
2013
Q4 | $216K | Hold |
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|
2013
Q3 | $202K | Buy |
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