LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $114K | Hold |
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|
2019
Q3 | $112K | Hold |
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|
2019
Q2 | $120K | Sell |
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|
2019
Q1 | $174K | Sell |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $481K | Hold |
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|
2018
Q2 | $483K | Hold |
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|
2018
Q1 | $428K | Sell |
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|
2017
Q4 | $453K | Hold |
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|
2017
Q3 | $453K | Sell |
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|
2017
Q2 | $468K | Sell |
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|
2017
Q1 | $734K | Sell |
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|
2016
Q4 | $1.85M | Sell |
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|
2016
Q3 | $3.07M | Buy |
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|
2016
Q2 | $2.17M | Sell |
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|
2016
Q1 | $2.02M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $66K | Hold |
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|
2013
Q4 | $65K | Hold |
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|
2013
Q3 | $61K | Hold |
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|
2013
Q2 | $58K | Buy |
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