Personal Capital 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
2022
Q4
$968K Sell
22,140
-854
-4% -$37.2K ﹤0.01% 239
2022
Q3
$828K Buy
22,994
+540
+2% +$20.4K ﹤0.01% 245
2022
Q2
$803K Buy
22,454
+1,000
+5% +$40.1K ﹤0.01% 245
2022
Q1
$820K Sell
21,454
-7,940
-27% -$275K ﹤0.01% 262
2021
Q4
$814K Sell
29,394
-5,250
-15% -$148K ﹤0.01% 276
2021
Q3
$902K Sell
34,644
-1,892
-5% -$46.9K ﹤0.01% 258
2021
Q2
$984K Sell
36,536
-8,374
-19% -$218K 0.01% 254
2021
Q1
$1.1M Buy
44,910
+2,958
+7% +$68.2K 0.01% 251
2020
Q4
$795K Sell
41,952
-867,974
-95% -$15M 0.01% 263
2020
Q3
$13.6M Buy
909,926
+877,526
+2,708% +$15.6M 0.1% 121
2020
Q2
$613K Buy
32,400
+27,600
+575% +$513K 0.01% 243
2020
Q1
$15.3M Buy
+4,800
New +$114K 0.15% 113

Other funds holding XLE