GYL Financial Synergies’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
Q3 | $8.55M | Sell |
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|
2024
Q2 | $8.96M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.41M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $11.9M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $842K | Buy |
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|
2020
Q3 | $659K | Sell |
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|
2020
Q2 | $943K | Buy |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $641K | Sell |
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|
2018
Q4 | $562K | Buy |
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