Zimmermann Investment Management & Planning’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
Q4 | – | Sell |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $3.42M | Buy |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $669K | Buy |
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|
2022
Q2 | $525K | Buy |
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