V Wealth Advisors’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
Q3 | – | Sell |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $905K | Buy |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $705K | Buy |
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|
2020
Q1 | $269K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $45K | Buy |
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