Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-54
| Closed | -$3.65K | – | 358 |
|
|
2020
Q1 | $3.65K | Buy |
+54
| New | +$3.65K | ﹤0.01% | 235 |
|
|
2019
Q4 | – | Sell |
-108
| Closed | -$6K | – | 253 |
|
|
2019
Q3 | $6K | Sell |
108
-3
| -3% | -$167 | 0.01% | 204 |
|
|
2019
Q2 | $7K | Hold |
111
| – | – | 0.01% | 211 |
|
|
2019
Q1 | $7K | Hold |
111
| – | – | 0.01% | 202 |
|
|
2018
Q4 | $6K | Buy |
111
+57
| +106% | +$3.08K | 0.01% | 217 |
|
|
2018
Q3 | $4.1K | Hold |
54
| – | – | ﹤0.01% | 241 |
|
|
2018
Q2 | $4.11K | Hold |
54
| – | – | ﹤0.01% | 231 |
|
|
2018
Q1 | $3.65K | Buy |
+54
| New | +$3.65K | ﹤0.01% | 235 |
|