Coho Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-41,363
| Closed | -$2.48M | – | 69 |
|
|
2019
Q4 | $2.48M | Buy |
+41,363
| New | +$2.48M | 0.05% | 40 |
|
|
2016
Q1 | – | Sell |
-54,277
| Closed | -$3.27M | – | 58 |
|
|
2015
Q4 | $3.27M | Buy |
54,277
+15,794
| +41% | +$953K | 0.14% | 34 |
|
|
2015
Q3 | $2.36M | Buy |
+38,483
| New | +$2.36M | 0.11% | 35 |
|