AFS
Annapolis Financial Services’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $45.7K | Hold |
520
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $47.4K | Hold |
520
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $49.1K | Hold |
520
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $43.6K | Hold |
520
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $47K | Hold |
520
| – | – | 0.01% | 194 |
|
|
2023
Q2 | $42.2K | Buy |
+520
| New | +$42.2K | 0.01% | 196 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$6K | – | 497 |
|
|
2022
Q1 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 335 |
|
|
2021
Q1 | – | Sell |
-315
| Closed | -$12K | – | 456 |
|
|
2020
Q4 | $12K | Buy |
+315
| New | +$12K | ﹤0.01% | 237 |
|