Clark Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,985
| Closed | -$1.26M | – | 62 |
|
|
2023
Q3 | $1.26M | Buy |
+13,985
| New | +$1.26M | 1.73% | 10 |
|
|
2022
Q4 | – | Sell |
-14,944
| Closed | -$1.08M | – | 65 |
|
|
2022
Q3 | $1.08M | Buy |
+14,944
| New | +$1.08M | 1.13% | 16 |
|
|
2021
Q3 | – | Sell |
-30,895
| Closed | -$1.66M | – | 65 |
|
|
2021
Q2 | $1.66M | Buy |
30,895
+444
| +1% | +$23.9K | 1.31% | 17 |
|
|
2021
Q1 | $1.49M | Buy |
+30,451
| New | +$1.49M | 1.26% | 20 |
|
|
2020
Q2 | $1.04M | Buy |
+14,547
| New | +$1.04M | 1.61% | 12 |
|