Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.03M | Sell |
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|
2022
Q3 | $6.01M | Sell |
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|
2022
Q2 | $6.56M | Buy |
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|
2022
Q1 | $6.21M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $842K | Sell |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $683K | Buy |
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|
2020
Q2 | $682K | Buy |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $457K | Sell |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $564K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $339K | Buy |
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