Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $817K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $605K | Buy |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $148K | Buy |
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|
2021
Q2 | $153K | Sell |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $128K | Sell |
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|
2020
Q3 | $157K | Buy |
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|
2020
Q2 | $88K | Buy |
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|
2019
Q4 | $59K | Buy |
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