Accel Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,054
| Closed | -$87.3K | – | 895 |
|
|
2023
Q1 | $87.3K | Buy |
1,054
+187
| +22% | +$15.5K | 0.04% | 360 |
|
|
2022
Q4 | $75.8K | Buy |
867
+624
| +257% | +$54.6K | 0.04% | 285 |
|
|
2022
Q3 | $19K | Hold |
243
| – | – | 0.01% | 578 |
|
|
2022
Q2 | $17K | Hold |
243
| – | – | 0.01% | 597 |
|
|
2022
Q1 | $19K | Hold |
243
| – | – | 0.01% | 579 |
|
|
2021
Q4 | $13K | Hold |
243
| – | – | 0.01% | 666 |
|
|
2021
Q3 | $13K | Buy |
243
+135
| +125% | +$7.22K | 0.01% | 595 |
|
|
2021
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 778 |
|
|
2021
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 763 |
|
|
2020
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 747 |
|