HL Financial Services’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
Q1
$307K Sell
9,288
-3,032
-25% -$97.4K ﹤0.01% 606
2018
Q4
$353K Buy
+12,320
New +$412K 0.01% 571
2017
Q3
Sell
-13,082
Closed -$425K 705
2017
Q2
$425K Sell
13,082
-18,520
-59% -$622K 0.01% 506
2017
Q1
$1.1M Sell
31,602
-20,396
-39% -$737K 0.02% 325
2016
Q4
$1.96M Sell
51,998
-6,752
-11% -$244K 0.04% 233
2016
Q3
$2.07M Sell
58,750
-9,946
-14% -$341K 0.05% 223
2016
Q2
$2.34M Sell
68,696
-7,340
-10% -$242K 0.06% 194
2016
Q1
$2.35M Sell
76,036
-3,972
-5% -$115K 0.06% 185
2015
Q4
$2.41M Buy
80,008
+48,520
+154% +$1.6M 0.06% 185
2015
Q3
$964K Sell
31,488
-3,402
-10% -$115K 0.03% 285
2015
Q2
$1.31M Buy
34,890
+5,422
+18% +$215K 0.03% 245
2015
Q1
$1.14M Buy
29,468
+3,632
+14% +$141K 0.03% 268
2014
Q4
$1.02M Buy
25,836
+19,066
+282% +$793K 0.03% 264
2014
Q3
$307K Buy
6,770
+1,834
+37% +$88.8K 0.01% 544
2014
Q2
$247K Buy
+4,936
New +$234K 0.01% 609
2013
Q4
Sell
-48,382
Closed -$2.01M 653
2013
Q3
$2.01M Buy
48,382
+5,578
+13% +$230K 0.07% 176
2013
Q2
$1.68M Buy
+42,804
New +$1.7M 0.06% 181

Other funds holding XLE