Triangle Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $253K | Sell |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $244K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $257K | Sell |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $307K | Hold |
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|
2016
Q4 | $331K | Sell |
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|
2016
Q3 | $311K | Sell |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $289K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $528K | Buy |
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