Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $254K | Sell |
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2023
Q1 | $262K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $28K | Sell |
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|
2019
Q3 | $38K | Buy |
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|
2019
Q2 | $41K | Buy |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $37K | Buy |
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