Juncture Wealth Strategies’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
Q1 | – | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $249K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $479K | Sell |
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|
2018
Q4 | $675K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $953K | Sell |
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|
2018
Q1 | $869K | Sell |
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|
2017
Q4 | $961K | Sell |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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