Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $5.66M | Sell |
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|
2023
Q2 | $5.18M | Sell |
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|
2023
Q1 | $6.56M | Buy |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.9M | Buy |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $3.64M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $789K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $1.87M | Buy |
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|
2018
Q3 | $832K | Sell |
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|
2018
Q2 | $1.8M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $3.65M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.41M | Buy |
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|
2015
Q4 | $754K | Buy |
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|
2015
Q3 | $238K | Buy |
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|
2015
Q2 | $215K | Buy |
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