Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $567K | Buy |
6,481
+4,177
| +181% | +$365K | 0.08% | 186 |
|
|
2022
Q3 | $166K | Buy |
2,304
+87
| +4% | +$6.27K | 0.05% | 265 |
|
|
2022
Q2 | $159K | Buy |
2,217
+36
| +2% | +$2.57K | 0.05% | 278 |
|
|
2022
Q1 | $167K | Buy |
+2,181
| New | +$167K | 0.05% | 303 |
|
|
2021
Q3 | $105K | Buy |
2,011
+532
| +36% | +$27.8K | 0.04% | 330 |
|
|
2021
Q2 | $80K | Buy |
+1,479
| New | +$80K | 0.03% | 381 |
|