Summit Asset 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
Q1
Sell
2018
Q4
$233K Sell
2018
Q3
$446K Hold
2018
Q2
$447K Sell
2018
Q1
$404K Sell
2017
Q4
$479K Hold
2017
Q3
$454K Hold
2017
Q2
$430K Buy
2017
Q1
$422K Buy
2016
Q4
$377K Buy
2016
Q3
$340K Hold
2016
Q2
$328K Buy
2016
Q1
$284K Buy
2015
Q4
$216K Sell
2015
Q3
$224K Buy