JP Morgan Private 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
Q3 | $28.7M | Sell |
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|
2023
Q2 | $54.6M | Buy |
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|
2023
Q1 | $51.9M | Sell |
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|
2022
Q4 | $76.5M | Sell |
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|
2022
Q3 | $63.3M | Buy |
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|
2022
Q2 | $58.2M | Buy |
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|
2022
Q1 | $45.8M | Buy |
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|
2021
Q4 | $29.4M | Buy |
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|
2021
Q3 | $22.8M | Buy |
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|
2021
Q2 | $17.7M | Buy |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $14.5M | Buy |
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|
2020
Q3 | $5.99M | Sell |
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|
2020
Q2 | $7.87M | Sell |
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|
2020
Q1 | $9.4M | Buy |
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|
2019
Q4 | $14.8M | Buy |
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|
2019
Q3 | $14.2M | Sell |
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|
2019
Q2 | $21.7M | Sell |
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|
2019
Q1 | $35.3M | Sell |
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|
2018
Q4 | $33M | Sell |
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|
2018
Q3 | $46.7M | Buy |
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|
2018
Q2 | $46.5M | Sell |
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|
2018
Q1 | $41.4M | Sell |
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|
2017
Q4 | $66.4M | Buy |
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|
2017
Q3 | $47.4M | Buy |
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|
2017
Q2 | $43.7M | Buy |
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|
2017
Q1 | $38.8M | Buy |
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|
2016
Q4 | $32.7M | Buy |
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|
2016
Q3 | $27.6M | Buy |
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|
2016
Q2 | $11.6M | Buy |
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|
2016
Q1 | $8.95M | Sell |
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|
2015
Q4 | $13.8M | Buy |
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|
2015
Q3 | $4.67M | Buy |
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|
2015
Q2 | $5.56M | Sell |
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|
2015
Q1 | $6.5M | Buy |
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|
2014
Q4 | $6.26M | Buy |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $831K | Buy |
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|
2014
Q1 | $715K | Sell |
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|
2013
Q4 | $755K | Buy |
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|
2013
Q3 | $597K | Sell |
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|
2013
Q2 | $577K | Buy |
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