Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $765K | Sell |
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|
2017
Q4 | $2.42M | Buy |
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|
2017
Q3 | $517K | Sell |
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|
2017
Q2 | $498K | Sell |
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|
2017
Q1 | $788K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.59M | Buy |
|