Altium Wealth Management’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
Q2 | $852K | Sell |
11,918
-1,303
| -10% | -$93.2K | 0.06% | 177 |
|
|
2022
Q1 | $1.01M | Buy |
13,221
+19
| +0.1% | +$1.45K | 0.07% | 159 |
|
|
2021
Q4 | $733K | Buy |
13,202
+198
| +2% | +$11K | 0.05% | 193 |
|
|
2021
Q3 | $677K | Sell |
13,004
-334
| -3% | -$17.4K | 0.05% | 187 |
|
|
2021
Q2 | $719K | Sell |
13,338
-971
| -7% | -$52.3K | 0.05% | 164 |
|
|
2021
Q1 | $702K | Buy |
+14,309
| New | +$702K | 0.06% | 161 |
|
|
2019
Q3 | – | Sell |
-3,458
| Closed | -$220K | – | 295 |
|
|
2019
Q2 | $220K | Buy |
+3,458
| New | +$220K | 0.03% | 253 |
|