Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $11K | Sell |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $36K | Sell |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $40K | Hold |
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|
2018
Q4 | $34K | Buy |
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