Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.37M | Buy |
+35,172
| New | +$2.37M | 1.53% | 23 |
|
|
2017
Q4 | – | Sell |
-41,645
| Closed | -$2.85M | – | 267 |
|
|
2017
Q3 | $2.85M | Buy |
41,645
+41,600
| +92,444% | +$2.85M | 1.89% | 16 |
|
|
2017
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 229 |
|
|
2016
Q3 | – | Sell |
-36,423
| Closed | -$2.49M | – | 257 |
|
|
2016
Q2 | $2.49M | Buy |
+36,423
| New | +$2.49M | 2.05% | 11 |
|
|
2016
Q1 | – | Sell |
-18,078
| Closed | -$1.09M | – | 235 |
|
|
2015
Q4 | $1.09M | Buy |
+18,078
| New | +$1.09M | 1.04% | 32 |
|