Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $491K | Sell |
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $599K | Buy |
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|
2018
Q4 | $505K | Sell |
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|
2018
Q3 | $783K | Sell |
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|
2018
Q2 | $829K | Buy |
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|
2018
Q1 | $705K | Buy |
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|
2017
Q4 | $692K | Buy |
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|
2017
Q3 | $297K | Sell |
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|
2017
Q2 | $291K | Buy |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $254K | Sell |
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|
2016
Q3 | $237K | Sell |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $279K | Sell |
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|
2015
Q4 | $275K | Sell |
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|
2015
Q3 | $437K | Buy |
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|
2015
Q2 | $515K | Sell |
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|
2015
Q1 | $547K | Buy |
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|
2014
Q4 | $539K | Buy |
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|
2014
Q3 | $591K | Sell |
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|
2014
Q2 | $657K | Buy |
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|
2014
Q1 | $569K | Sell |
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|
2013
Q4 | $624K | Sell |
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|
2013
Q3 | $589K | Sell |
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|
2013
Q2 | $557K | Buy |
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