Sterling Investment Management’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 | – | Sell |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $327K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $261K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $212K | Buy |
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