Gerber Kawasaki Wealth & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-634
| Closed | -$33K | – | 1124 |
|
|
2021
Q3 | $33K | Buy |
+634
| New | +$33K | ﹤0.01% | 383 |
|
|
2018
Q4 | – | Sell |
-11,159
| Closed | -$856K | – | 126 |
|
|
2018
Q3 | $856K | Buy |
11,159
+536
| +5% | +$41.1K | 0.23% | 55 |
|
|
2018
Q2 | $794K | Buy |
+10,623
| New | +$794K | 0.24% | 53 |
|
|
2017
Q2 | – | Sell |
-4,180
| Closed | -$292K | – | 132 |
|
|
2017
Q1 | $292K | Buy |
4,180
+859
| +26% | +$60K | 0.13% | 92 |
|
|
2016
Q4 | $250K | Buy |
+3,321
| New | +$250K | 0.13% | 87 |
|