Lake Point Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lake Point Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$69K	Buy
2022 Q1	$73K	Hold
2021 Q4	$53K	Hold
2021 Q3	$50K	Hold
2021 Q2	$51K	Buy
2020 Q1	$1K	Hold
2019 Q4	$2K	Buy
2019 Q2	$2K	Hold
2019 Q1	$2K	Sell
2018 Q4	$465K	Buy