Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $141K | Sell |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $5.04M | Buy |
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|
2022
Q3 | $4.08M | Buy |
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|
2022
Q2 | $4.02M | Sell |
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|
2022
Q1 | $5.34M | Sell |
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|
2021
Q4 | $7.19M | Buy |
|
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|
2021
Q3 | $6.62M | Buy |
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|
2021
Q2 | $6.45M | Buy |
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|
2021
Q1 | $5.52M | Buy |
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|
2020
Q4 | $3.97M | Buy |
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|
2020
Q3 | $2.95M | Buy |
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|
2020
Q2 | $3.4M | Buy |
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|
2020
Q1 | $13K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $43K | Sell |
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|
2017
Q3 | $46K | Buy |
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|
2017
Q2 | $43K | Hold |
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|
2017
Q1 | $46K | Buy |
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|
2016
Q4 | $50K | Buy |
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|
2016
Q3 | $47K | Sell |
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|
2016
Q2 | $52K | Buy |
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|
2016
Q1 | $47K | Buy |
|
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|
2015
Q4 | $36K | Buy |
|
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|
2015
Q3 | $37K | Sell |
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|
2015
Q2 | $47K | Sell |
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|
2015
Q1 | $60K | Sell |
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|
2014
Q4 | $77K | Buy |
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|
2014
Q3 | $88K | Sell |
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|
2014
Q2 | $98K | Buy |
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|
2014
Q1 | $87K | Buy |
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|
2013
Q4 | $86K | Hold |
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|
2013
Q3 | $81K | Buy |
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