Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$719K Buy
2020
Q4
$507K Sell
2020
Q3
$414K Buy
2020
Q2
$419K Buy
2020
Q1
$298K Buy
2019
Q4
$121K Buy
2019
Q3
$119K Buy
2018
Q4
Sell
2018
Q3
$203K Buy