HA
HYA Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.53M | Sell |
35,328
-22,088
| -38% | -$1.58M | 0.99% | 30 |
|
|
2022
Q1 | $4.39M | Sell |
57,416
-2,310
| -4% | -$177K | 1.52% | 23 |
|
|
2021
Q4 | $3.32M | Buy |
59,726
+23,214
| +64% | +$1.29M | 1.19% | 25 |
|
|
2021
Q3 | $2.06M | Buy |
36,512
+28,727
| +369% | +$1.62M | 0.83% | 29 |
|
|
2021
Q2 | $419K | Buy |
7,785
+2,839
| +57% | +$153K | 0.18% | 94 |
|
|
2021
Q1 | $243K | Sell |
4,946
-668
| -12% | -$32.8K | 0.11% | 124 |
|
|
2020
Q4 | $213K | Buy |
+5,614
| New | +$213K | 0.11% | 123 |
|
|
2020
Q3 | – | Sell |
-6,023
| Closed | -$228K | – | 124 |
|
|
2020
Q2 | $228K | Buy |
+6,023
| New | +$228K | 0.15% | 104 |
|
|
2020
Q1 | – | Sell |
-5,468
| Closed | -$328K | – | 113 |
|
|
2019
Q4 | $328K | Buy |
+5,468
| New | +$328K | 0.21% | 81 |
|