RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $137K | Hold |
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|
2024
Q3 | $14K | Hold |
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|
2024
Q2 | $14.6K | Hold |
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|
2024
Q1 | $15K | Hold |
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|
2023
Q4 | $13K | Hold |
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|
2023
Q3 | $14K | Hold |
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|
2023
Q2 | $13K | Hold |
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|
2023
Q1 | $13K | Hold |
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|
2022
Q4 | $14K | Hold |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $13 | Sell |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $9K | Buy |
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