ARS Wealth Advisors’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
2018
Q4
Sell
-5,885
Closed -$446K 119
2018
Q3
$446K Buy
5,885
+10
+0.2% +$758 0.15% 74
2018
Q2
$446K Buy
+5,875
New +$446K 0.16% 69
2018
Q1
Sell
-3,516
Closed -$254K 125
2017
Q4
$254K Buy
+3,516
New +$254K 0.09% 104