IMA Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$18.1K | – | 274 |
|
|
2023
Q3 | $18.1K | Hold |
200
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $16.2K | Hold |
200
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $16.6K | Hold |
200
| – | – | ﹤0.01% | 223 |
|
|
2022
Q4 | $17.5K | Hold |
200
| – | – | ﹤0.01% | 227 |
|
|
2022
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 235 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 247 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 227 |
|
|
2021
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 249 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$1K | – | 472 |
|
|
2018
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 460 |
|