Doyle 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
2022
Q3
$15.3M Sell
2022
Q2
$15.7M Sell
2022
Q1
$17.2M Sell
2021
Q4
$12.7M Sell
2021
Q3
$12.1M Sell
2021
Q2
$12.7M Sell
2021
Q1
$11.6M Buy
2020
Q4
$8.9M Sell
2020
Q3
$7.35M Buy
2020
Q2
$8.86M Buy
2020
Q1
$2.81M Buy
2019
Q3
Sell
2019
Q2
$172K Buy
2019
Q1
Sell
2018
Q4
$248K Sell
2018
Q3
$384K Buy
2018
Q2
$383K Buy
2018
Q1
$246K Sell
2017
Q4
$278K Sell
2017
Q3
$273K Buy
2017
Q2
$245K Buy
2017
Q1
$256K Buy