Summit Financial Group’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
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $620K | Buy |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $490K | Buy |
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