Beacon Capital Management Inc (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 173 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 187 |
|
|
2018
Q3 | – | Sell |
-5
| Closed | – | – | 101 |
|
|
2018
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 104 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 124 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 100 |
|