Wealthspire Advisors (Maryland)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.23M | Buy |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $92K | Sell |
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|
2018
Q3 | $178K | Sell |
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|
2018
Q2 | $197K | Sell |
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|
2018
Q1 | $184K | Sell |
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|
2017
Q4 | $610K | Sell |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $819K | Buy |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $64K | Sell |
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|
2016
Q3 | $97K | Buy |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $53K | Hold |
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|
2015
Q4 | $51K | Buy |
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