FIG
Fusion Investment Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-3,143
| Closed | -$192K | – | 154 |
|
2015
Q3 | $192K | Sell |
3,143
-6,884
| -69% | -$421K | 0.45% | 66 |
|
2015
Q2 | $865K | Sell |
10,027
-17,999
| -64% | -$1.55M | 0.67% | 30 |
|
2015
Q1 | $2.17M | Buy |
28,026
+6,145
| +28% | +$476K | 1.74% | 9 |
|
2014
Q4 | $1.73M | Buy |
21,881
+18,918
| +638% | +$1.5M | 1.46% | 10 |
|
2014
Q3 | $269K | Buy |
+2,963
| New | +$269K | 0.23% | 67 |
|