Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $221K | Sell |
|
|||||
|
2024
Q2 | $1.34M | Buy |
|
|||||
|
2024
Q1 | $1.34M | Buy |
|
|||||
|
2023
Q4 | $805K | Sell |
|
|||||
|
2023
Q3 | $921K | Buy |
|
|||||
|
2023
Q2 | $484K | Sell |
|
|||||
|
2023
Q1 | $1.09M | Buy |
|
|||||
|
2022
Q4 | $935K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.67M | Buy |
|
|||||
|
2022
Q1 | $646K | Buy |
|
|||||
|
2021
Q4 | $343K | Sell |
|
|||||
|
2021
Q3 | $575K | Sell |
|
|||||
|
2021
Q2 | $602K | Sell |
|
|||||
|
2021
Q1 | $552K | Buy |
|
|||||
|
2020
Q4 | $334K | Buy |
|
|||||
|
2020
Q3 | $239K | Buy |
|
|||||
|
2020
Q2 | $204K | Buy |
|