Financial Partners Capital Management’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
Q4 | $11.7M | Sell |
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|
2022
Q3 | $9.75M | Sell |
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|
2022
Q2 | $9.74M | Sell |
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|
2022
Q1 | $10.5M | Sell |
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|
2021
Q4 | $8.45M | Sell |
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|
2021
Q3 | $8.24M | Sell |
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|
2021
Q2 | $8.54M | Sell |
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|
2021
Q1 | $7.81M | Sell |
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|
2020
Q4 | $6.06M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8.76M | Sell |
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|
2017
Q3 | $9.91M | Buy |
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|
2017
Q2 | $7.7M | Buy |
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|
2017
Q1 | $8.27M | Buy |
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|
2016
Q4 | $5.75M | Buy |
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|
2016
Q3 | $4.79M | Sell |
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|
2016
Q2 | $5.16M | Sell |
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|
2016
Q1 | $6.31M | Buy |
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|
2015
Q4 | $4.08M | Sell |
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|
2015
Q3 | $4.88M | Sell |
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|
2015
Q2 | $8.3M | Buy |
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|
2015
Q1 | $8.36M | Buy |
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|
2014
Q4 | $5.27M | Buy |
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|
2014
Q3 | $4M | Buy |
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|
2014
Q2 | $4.27M | Buy |
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|
2014
Q1 | $3.52M | Buy |
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|
2013
Q4 | $3.07M | Buy |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $768K | Buy |
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