Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $340 | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $361 | Sell |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $2.87M | Buy |
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|
2020
Q2 | $3.53M | Buy |
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