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