Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-162
| Closed | -$11K | – | 770 |
|
|
2019
Q1 | $11K | Buy |
162
+62
| +62% | +$4.21K | ﹤0.01% | 461 |
|
|
2018
Q4 | $6K | Sell |
100
-378
| -79% | -$22.7K | ﹤0.01% | 440 |
|
|
2018
Q3 | $36K | Buy |
478
+453
| +1,812% | +$34.1K | ﹤0.01% | 341 |
|
|
2018
Q2 | $2K | Buy |
25
+16
| +178% | +$1.28K | ﹤0.01% | 481 |
|
|
2018
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 589 |
|