RGT Wealth 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
Q1 | – | Sell |
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|
2021
Q4 | $35K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $871K | Sell |
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|
2018
Q2 | $890K | Buy |
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|
2018
Q1 | $775K | Hold |
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|
2017
Q4 | $831K | Sell |
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|
2017
Q3 | $1.3M | Hold |
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|
2017
Q2 | $1.23M | Sell |
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|
2017
Q1 | $2.1M | Buy |
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