Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $870K | Sell |
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|
2022
Q2 | $732K | Sell |
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|
2022
Q1 | $3.48M | Buy |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $3.07M | Sell |
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|
2021
Q2 | $3.24M | Buy |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $465K | Buy |
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|
2020
Q1 | $296K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $255K | Buy |
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