Ellevest Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-78
| Closed | -$4K | – | 1666 |
|
|
2021
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 1073 |
|
|
2021
Q3 | – | Sell |
-184
| Closed | -$10K | – | 1606 |
|
|
2021
Q2 | $10K | Sell |
184
-818
| -82% | -$44.5K | ﹤0.01% | 766 |
|
|
2021
Q1 | $49K | Buy |
+1,002
| New | +$49K | 0.01% | 482 |
|