Strategic Wealth 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
2019
Q2
Sell
2019
Q1
$212K Buy
2018
Q4
Sell
2018
Q3
$242K Hold
2018
Q2
$243K Buy
2017
Q1
Sell
2016
Q4
$6.96M Buy
2015
Q2
Sell
2015
Q1
$4.99M Buy