Paradigm Strategies in 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
2021
Q3
Sell
-630
Closed -$17K 238
2021
Q2
$17K Buy
630
+204
+48% +$5.3K 0.02% 144
2021
Q1
$10K Buy
+426
New +$9.83K 0.01% 163

Other funds holding XLE

Paradigm Strategies in Wealth Management's XLE Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 630 shares — an estimated $17K sold.

Paradigm Strategies in Wealth Management first reported a position in XLE in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 630 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $17K.
  • Paradigm Strategies in Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $17K in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.