Patriot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $6.57M | Buy |
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|
2018
Q3 | $279K | Sell |
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|
2018
Q2 | $356K | Hold |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $425K | Buy |
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|
2017
Q3 | $239K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10.1M | Sell |
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|
2016
Q3 | $9.47M | Buy |
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|
2016
Q2 | $7.8M | Buy |
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|
2016
Q1 | $6.93M | Buy |
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|
2015
Q4 | $6.59M | Buy |
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|
2015
Q3 | $5.93M | Buy |
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|
2015
Q2 | $7.09M | Sell |
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|
2015
Q1 | $11.8M | Buy |
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|
2014
Q4 | $11.4M | Buy |
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|
2014
Q3 | $12.8M | Buy |
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|
2014
Q2 | $13.7M | Buy |
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|
2014
Q1 | $12.1M | Buy |
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|
2013
Q4 | $11.9M | Sell |
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|
2013
Q3 | $11.2M | Buy |
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|
2013
Q2 | – | Hold |
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