AWCI
Alpine Woods Capital Investors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,000
| Closed | -$592K | – | 283 |
|
|
2019
Q3 | $592K | Hold |
10,000
| – | – | 0.11% | 150 |
|
|
2019
Q2 | $637K | Buy |
10,000
+500
| +5% | +$31.9K | 0.13% | 157 |
|
|
2019
Q1 | $628K | Hold |
9,500
| – | – | 0.14% | 160 |
|
|
2018
Q4 | $545K | Buy |
+9,500
| New | +$545K | 0.13% | 163 |
|