First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $49.2K | Buy |
560
+538
| +2,445% | +$47.3K | 0.01% | 198 |
|
|
2024
Q2 | $2.01K | Hold |
22
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $2.08K | Sell |
22
-475
| -96% | -$44.9K | ﹤0.01% | 330 |
|
|
2023
Q4 | $41.7K | Hold |
497
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $44.9K | Hold |
497
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $40.3K | Hold |
497
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $41.2K | Hold |
497
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $43.5K | Buy |
497
+314
| +172% | +$27.5K | 0.01% | 220 |
|
|
2022
Q3 | $13K | Buy |
+183
| New | +$13K | ﹤0.01% | 320 |
|
|
2018
Q2 | – | Hold |
0
| – | -$3.39M | – | 950 |
|
|
2018
Q1 | – | Hold |
0
| – | -$3.69M | – | 45 |
|
|
2017
Q4 | – | Hold |
0
| – | -$111K | – | 48 |
|
|
2017
Q3 | – | Hold |
0
| – | -$117K | – | 304 |
|
|
2017
Q2 | – | Hold |
0
| – | -$126K | – | 287 |
|
|
2017
Q1 | – | Hold |
0
| – | -$136K | – | 259 |
|
|
2016
Q4 | – | Hold |
0
| – | -$127K | – | 233 |
|
|
2016
Q3 | – | Hold |
0
| – | -$123K | – | 186 |
|
|
2016
Q2 | – | Hold |
0
| – | -$8K | – | 182 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 273 |
|