San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $185K | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $934K | Buy |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $74K | Sell |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $65K | Sell |
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|
2018
Q2 | $93K | Sell |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $695K | Buy |
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|
2017
Q2 | $642K | Buy |
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|
2017
Q1 | $503K | Buy |
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|
2016
Q4 | $500K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $134K | Buy |
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|
2014
Q2 | $119K | Buy |
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|
2014
Q1 | $90K | Hold |
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|
2013
Q4 | $90K | Buy |
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|
2013
Q3 | $61K | Sell |
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|
2013
Q2 | $61K | Buy |
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