Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-254
| Closed | -$21K | – | 139 |
|
|
2022
Q3 | $21K | Sell |
254
-7,600
| -97% | -$628K | ﹤0.01% | 83 |
|
|
2022
Q2 | $562K | Sell |
7,854
-808
| -9% | -$57.8K | 0.09% | 30 |
|
|
2022
Q1 | $667K | Sell |
8,662
-86,280
| -91% | -$6.64M | 0.12% | 27 |
|
|
2021
Q4 | $5.27M | Buy |
94,942
+15,283
| +19% | +$848K | 0.88% | 13 |
|
|
2021
Q3 | $4.15M | Buy |
79,659
+4,736
| +6% | +$247K | 0.75% | 13 |
|
|
2021
Q2 | $4.04M | Sell |
74,923
-6,193
| -8% | -$334K | 0.75% | 18 |
|
|
2021
Q1 | $4.08M | Buy |
+81,116
| New | +$4.08M | 0.81% | 24 |
|
|
2020
Q1 | – | Sell |
-171
| Closed | -$10K | – | 144 |
|
|
2019
Q4 | $10K | Sell |
171
-8
| -4% | -$468 | ﹤0.01% | 125 |
|
|
2019
Q3 | $11K | Hold |
179
| – | – | 0.01% | 124 |
|
|
2019
Q2 | $11K | Hold |
179
| – | – | 0.01% | 127 |
|
|
2019
Q1 | $12K | Hold |
179
| – | – | 0.01% | 102 |
|
|
2018
Q4 | $10K | Buy |
+179
| New | +$10K | 0.01% | 119 |
|