Clear Perspectives Financial Planning’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
Q1 | $118K | Sell |
1,420
-7,525
| -84% | -$623K | 0.07% | 51 |
|
|
2022
Q4 | $782K | Buy |
8,945
+1,400
| +19% | +$122K | 0.42% | 32 |
|
|
2022
Q3 | $543K | Buy |
7,545
+4,770
| +172% | +$343K | 0.27% | 34 |
|
|
2022
Q2 | $198K | Buy |
+2,775
| New | +$198K | 0.08% | 53 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$38K | – | 229 |
|
|
2021
Q2 | $38K | Buy |
+700
| New | +$38K | 0.02% | 108 |
|