Column Capital Advisors’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
Q3 | $274K | Hold |
3,032
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $246K | Hold |
3,032
| – | – | 0.03% | 124 |
|
|
2023
Q1 | $251K | Hold |
3,032
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $265K | Hold |
3,032
| – | – | 0.04% | 102 |
|
|
2022
Q3 | $218K | Hold |
3,032
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $217K | Buy |
+3,032
| New | +$217K | 0.04% | 110 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 879 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 644 |
|