Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $72K | Sell |
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|
2018
Q3 | $95K | Sell |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $306K | Buy |
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|
2017
Q3 | $252K | Sell |
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|
2017
Q2 | $270K | Hold |
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|
2017
Q1 | $291K | Buy |
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