Henrickson Nauta Wealth Advisors’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
2022
Q1
Sell
-262
Closed -$8K 278
2021
Q4
$8K Buy
+262
New +$7.4K 0.01% 168

Other funds holding XLE

Henrickson Nauta Wealth Advisors's XLE Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 262 shares — an estimated $8K sold.

Henrickson Nauta Wealth Advisors first reported a position in XLE in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 262 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $8K.
  • Henrickson Nauta Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8K in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.