CDH
Charles D. Hyman’s Energy Select Sector SPDR Fund XLE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $312K | Sell |
3,427
-150
| -4% | -$13.7K | 0.02% | 198 |
|
2024
Q1 | $338K | Hold |
3,577
| – | – | 0.02% | 198 |
|
2023
Q4 | $300K | Hold |
3,577
| – | – | 0.02% | 203 |
|
2023
Q3 | $323K | Hold |
3,577
| – | – | 0.02% | 190 |
|
2023
Q2 | $290K | Sell |
3,577
-84
| -2% | -$6.81K | 0.02% | 201 |
|
2023
Q1 | $303K | Buy |
+3,661
| New | +$303K | 0.02% | 199 |
|