Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $77 | Hold |
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|
2024
Q3 | $78 | Hold |
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|
2024
Q2 | $81 | Sell |
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|
2024
Q1 | $74.5K | Sell |
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|
2023
Q4 | $72.4K | Hold |
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|
2023
Q3 | $78.1K | Sell |
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|
2023
Q2 | $70.2K | Sell |
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|
2023
Q1 | $82.9K | Buy |
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|
2022
Q4 | $87.4K | Sell |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $168K | Sell |
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|
2021
Q4 | $149K | Buy |
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|
2021
Q3 | $112K | Buy |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $95 | Sell |
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|
2020
Q4 | $96K | Sell |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $109K | Sell |
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|
2020
Q1 | $155K | Buy |
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|
2019
Q4 | $113K | Buy |
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