Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $961K | Buy |
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|
2021
Q2 | $993K | Buy |
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|
2021
Q1 | $904K | Sell |
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|
2020
Q4 | $717K | Buy |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $709K | Buy |
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|
2020
Q1 | $448K | Buy |
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