1776 Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,860
Closed -$144K 309
2020
Q2
$144K Sell
3,860
-1,525
-28% -$56.9K 0.1% 119
2020
Q1
$217K Buy
5,385
+3,375
+168% +$136K 0.09% 133
2019
Q4
$119K Buy
+2,010
New +$119K 0.1% 131