Torch Wealth 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
Q4 | $623K | Buy |
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|
2019
Q3 | $584K | Sell |
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|
2019
Q2 | $852K | Sell |
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|
2019
Q1 | $917K | Sell |
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|
2018
Q4 | $819K | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $1.1M | Hold |
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $997K | Buy |
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|
2016
Q1 | $902K | Hold |
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|
2015
Q4 | $879K | Hold |
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|
2015
Q3 | $892K | Sell |
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|
2015
Q2 | $1.1M | Buy |
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|
2015
Q1 | $1.11M | Sell |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.63M | Buy |
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|
2014
Q2 | $1.79M | Hold |
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|
2014
Q1 | $1.6M | Buy |
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|
2013
Q4 | $1.5M | Buy |
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