Welch Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.94M | Sell |
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2020
Q3 | $2.64M | Sell |
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|
2020
Q2 | $3.35M | Hold |
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|
2020
Q1 | $2.57M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10.6M | Buy |
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|
2018
Q2 | $8.63M | Hold |
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|
2018
Q1 | $7.66M | Hold |
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|
2017
Q4 | $8.21M | Buy |
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|
2017
Q3 | $5.26M | Buy |
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|
2017
Q2 | $3.79M | Buy |
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