Bedel Financial Consulting’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 | – | Sell |
-150
| Closed | -$11K | – | 935 |
|
|
2022
Q1 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 659 |
|
|
2020
Q2 | – | Sell |
-228
| Closed | -$7K | – | 936 |
|
|
2020
Q1 | $7K | Sell |
228
-98
| -30% | -$3.01K | ﹤0.01% | 545 |
|
|
2019
Q4 | $20K | Buy |
326
+228
| +233% | +$14K | 0.01% | 409 |
|
|
2019
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 560 |
|
|
2019
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 554 |
|
|
2019
Q1 | $6K | Hold |
98
| – | – | ﹤0.01% | 559 |
|
|
2018
Q4 | $6K | Sell |
98
-88
| -47% | -$5.39K | ﹤0.01% | 525 |
|
|
2018
Q3 | $13K | Buy |
186
+13
| +8% | +$909 | 0.01% | 451 |
|
|
2018
Q2 | $13K | Buy |
+173
| New | +$13K | 0.01% | 449 |
|