Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-850
| Closed | -$42K | – | 393 |
|
|
2021
Q1 | $42K | Sell |
850
-535
| -39% | -$26.4K | 0.03% | 202 |
|
|
2020
Q4 | $52K | Sell |
1,385
-535
| -28% | -$20.1K | 0.04% | 183 |
|
|
2020
Q3 | $58K | Hold |
1,920
| – | – | 0.05% | 176 |
|
|
2020
Q2 | $73K | Hold |
1,920
| – | – | 0.06% | 171 |
|
|
2020
Q1 | $56K | Sell |
1,920
-45
| -2% | -$1.31K | 0.05% | 173 |
|
|
2019
Q4 | $118K | Buy |
+1,965
| New | +$118K | 0.09% | 155 |
|