Sargent Bickham Lagudis’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 | $215K | Buy |
|
|||||
|
2022
Q3 | $100K | Buy |
|
|||||
|
2022
Q2 | $58K | Buy |
|
|||||
|
2022
Q1 | $38K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $10K | Sell |
|
|||||
|
2021
Q2 | $14K | Buy |
|
|||||
|
2021
Q1 | $9K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $944K | Sell |
|
|||||
|
2020
Q1 | $1M | Buy |
|
|||||
|
2019
Q4 | $185K | Buy |
|
|||||
|
2019
Q3 | $26K | Hold |
|
|||||
|
2019
Q2 | $28K | Hold |
|
|||||
|
2019
Q1 | $29K | Hold |
|
|||||
|
2018
Q4 | $25K | Sell |
|
|||||
|
2018
Q3 | $57K | Hold |
|
|||||
|
2018
Q2 | $57K | Sell |
|
|||||
|
2018
Q1 | $82K | Sell |
|
|||||
|
2017
Q4 | $491K | Buy |
|
|||||
|
2017
Q3 | $417K | Buy |
|
|||||
|
2017
Q2 | $101K | Buy |
|
|||||
|
2017
Q1 | $82K | Hold |
|
|||||
|
2016
Q4 | $89K | Sell |
|
|||||
|
2016
Q3 | $106 | Buy |
|
|||||
|
2016
Q2 | $90K | Sell |
|
|||||
|
2016
Q1 | $126K | Buy |
|