Sweet Financial Partners’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
Q3 | $3.21M | Sell |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $3.01M | Buy |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.18M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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