CWS
Cypress Wealth Services’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,212
| Closed | -$368K | – | 259 |
|
|
2022
Q4 | $368K | Buy |
4,212
+340
| +9% | +$29.7K | 0.12% | 157 |
|
|
2022
Q3 | $317K | Buy |
+3,872
| New | +$317K | 0.11% | 163 |
|
|
2021
Q1 | – | Sell |
-10,594
| Closed | -$402K | – | 304 |
|
|
2020
Q4 | $402K | Buy |
+10,594
| New | +$402K | 0.09% | 173 |
|
|
2020
Q3 | – | Sell |
-15,683
| Closed | -$594K | – | 259 |
|
|
2020
Q2 | $594K | Buy |
15,683
+3,676
| +31% | +$139K | 0.14% | 131 |
|
|
2020
Q1 | $349K | Buy |
+12,007
| New | +$349K | 0.1% | 165 |
|