Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $948K | Buy |
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|
2021
Q2 | $765K | Hold |
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|
2021
Q1 | $696K | Sell |
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|
2020
Q4 | $614K | Hold |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $653K | Buy |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $775K | Buy |
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|
2019
Q3 | $752K | Sell |
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|
2019
Q2 | $894K | Buy |
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|
2019
Q1 | $840K | Hold |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $974K | Buy |
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|
2018
Q2 | $965K | Hold |
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|
2018
Q1 | $856K | Hold |
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|
2017
Q4 | $918K | Hold |
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|
2017
Q3 | $870K | Hold |
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|
2017
Q2 | $825K | Hold |
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|
2017
Q1 | $888K | Hold |
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|
2016
Q4 | $957K | Sell |
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|
2016
Q3 | $968K | Buy |
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|
2016
Q2 | $867K | Hold |
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|
2016
Q1 | $786K | Hold |
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|
2015
Q4 | $766K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $892K | Hold |
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|
2015
Q1 | $921K | Hold |
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|
2014
Q4 | $940K | Hold |
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|
2014
Q3 | $1.08M | Hold |
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|
2014
Q2 | $1.19M | Hold |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.07M | Hold |
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|
2013
Q3 | $1M | Hold |
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|
2013
Q2 | $945K | Buy |
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