FFT Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,887
| Closed | -$293K | – | 98 |
|
|
2016
Q4 | $293K | Buy |
3,887
+20
| +0.5% | +$1.51K | 0.07% | 68 |
|
|
2016
Q3 | $273K | Buy |
3,867
+23
| +0.6% | +$1.62K | 0.12% | 56 |
|
|
2016
Q2 | $257K | Buy |
3,844
+25
| +0.7% | +$1.67K | 0.1% | 54 |
|
|
2016
Q1 | $236K | Buy |
3,819
+27
| +0.7% | +$1.67K | 0.1% | 50 |
|
|
2015
Q4 | $229K | Buy |
+3,792
| New | +$229K | 0.18% | 54 |
|