WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $355K | Sell |
|
|||||
|
2023
Q3 | $401K | Sell |
|
|||||
|
2023
Q2 | $376K | Buy |
|
|||||
|
2023
Q1 | $383K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $653K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $383K | Sell |
|
|||||
|
2016
Q3 | $373K | Sell |
|
|||||
|
2016
Q2 | $506K | Sell |
|
|||||
|
2016
Q1 | $484K | Sell |
|
|||||
|
2015
Q4 | $705K | Buy |
|
|||||
|
2015
Q3 | $291K | Buy |
|