CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $19.8K | Buy |
283
+2
| +0.7% | +$140 | 0.01% | 367 |
|
|
2016
Q4 | $21.2K | Buy |
281
+1
| +0.4% | +$75 | 0.01% | 347 |
|
|
2016
Q3 | $19.8K | Buy |
280
+2
| +0.7% | +$141 | 0.01% | 355 |
|
|
2016
Q2 | $19K | Buy |
278
+1
| +0.4% | +$68 | 0.01% | 354 |
|
|
2016
Q1 | $17.1K | Buy |
277
+3
| +1% | +$185 | 0.01% | 391 |
|
|
2015
Q4 | $16.5K | Buy |
274
+2
| +0.7% | +$121 | 0.01% | 403 |
|
|
2015
Q3 | $16.6K | Buy |
272
+2
| +0.7% | +$122 | 0.01% | 403 |
|
|
2015
Q2 | $20.3K | Buy |
270
+2
| +0.7% | +$150 | 0.01% | 390 |
|
|
2015
Q1 | $20.8K | Buy |
268
+2
| +0.8% | +$155 | 0.01% | 386 |
|
|
2014
Q4 | $21.1K | Buy |
+266
| New | +$21.1K | 0.02% | 308 |
|
|
2014
Q1 | $20.8K | Buy |
+268
| New | +$20.8K | 0.01% | 386 |
|