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