Acorn Wealth Advisors’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
2018
Q3
Sell
-332
Closed -$12K 454
2018
Q2
$12K Hold
332
0.01% 491
2018
Q1
$12K Buy
+332
New +$11.8K 0.01% 483

Other funds holding XLE

Acorn Wealth Advisors's XLE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2018, closing a stake of 332 shares — an estimated $12K sold.

Acorn Wealth Advisors first reported a position in XLE in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 867 funds tracked by Wall St. Rank hold XLE as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 332 State Street Energy Select Sector SPDR ETF shares in Q3 2018, an estimated $12K.
  • Acorn Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $12K in Q2 2018.
  • 867 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.