Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.76M | Sell |
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|
2022
Q1 | $5.25M | Sell |
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|
2021
Q4 | $16.8M | Buy |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $12.7M | Sell |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $8.41M | Sell |
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|
2020
Q3 | $6.82M | Buy |
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|
2020
Q2 | $8.15M | Buy |
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|
2020
Q1 | $4.72M | Buy |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $374K | Buy |
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