Visionary Asset 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 | $673K | Sell |
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|
2018
Q2 | $749K | Sell |
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|
2018
Q1 | $783K | Buy |
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|
2017
Q4 | $825K | Buy |
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|
2017
Q3 | $707K | Sell |
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|
2017
Q2 | $705K | Sell |
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|
2017
Q1 | $800K | Sell |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $501K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $24K | Sell |
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|
2014
Q3 | $224K | Sell |
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|
2014
Q2 | $1.88M | Buy |
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|
2014
Q1 | $476K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.05M | Sell |
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|
2013
Q2 | $1.27M | Buy |
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