Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $2.5M | Sell |
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2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $4M | Hold |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $3.34M | Sell |
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|
2022
Q1 | $4.57M | Sell |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.32M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.4M | Buy |
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