Outlook Wealth Advisors’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
2019
Q1
Sell
-1,842
Closed -$528K 187
2018
Q4
$528K Buy
+1,842
New +$61.6K 0.24% 105

Other funds holding XLE

Outlook Wealth Advisors's XLE Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 1,842 shares — an estimated $528K sold.

Outlook Wealth Advisors first reported a position in XLE in Q4 2018 and held it in 1 quarter. The position peaked at $528K in Q4 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,842 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $528K.
  • Outlook Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $528K in Q4 2018.
  • 870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.