LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $183K | Buy |
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|
2016
Q4 | $130K | Buy |
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|
2016
Q3 | $83K | Buy |
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|
2016
Q2 | $44K | Hold |
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|
2016
Q1 | $40K | Sell |
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|
2015
Q4 | $59K | Sell |
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|
2015
Q3 | $63K | Sell |
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|
2015
Q2 | $85K | Hold |
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|
2015
Q1 | $87K | Hold |
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|
2014
Q4 | $89K | Buy |
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|
2014
Q3 | $97K | Buy |
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|
2014
Q2 | $83K | Buy |
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|
2014
Q1 | $42K | Hold |
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|
2013
Q4 | $42K | Buy |
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