Harvest Group 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
-284
Closed -$8K 900
2020
Q1
$8K Buy
284
+4
+1% +$113 0.01% 229
2019
Q4
$16K Sell
280
-61
-18% -$3.49K 0.01% 181
2019
Q3
$20K Buy
+341
New +$20K 0.02% 166