Kings Point Capital Management’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 | $812K | Buy |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $82K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Sell |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $121K | Buy |
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|
2019
Q3 | $83K | Sell |
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|
2019
Q2 | $109K | Sell |
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|
2019
Q1 | $142K | Buy |
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|
2018
Q4 | $123K | Buy |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $86K | Buy |
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|
2018
Q1 | $76K | Sell |
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|
2017
Q4 | $154K | Sell |
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|
2017
Q3 | $199K | Sell |
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $400K | Buy |
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|
2016
Q4 | $426K | Hold |
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|
2016
Q3 | $400K | Hold |
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|
2016
Q2 | $386K | Hold |
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|
2016
Q1 | $350K | Hold |
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|
2015
Q4 | $342K | Buy |
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|
2015
Q3 | $122K | Hold |
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|
2015
Q2 | $150K | Hold |
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|
2015
Q1 | $155K | Hold |
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|
2014
Q4 | $158K | Hold |
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|
2014
Q3 | $181K | Hold |
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|
2014
Q2 | $199K | Buy |
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|
2014
Q1 | $17K | Hold |
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|
2013
Q4 | $17K | Sell |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $29K | Buy |
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