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Independence Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Independence Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$35K Buy
1,157
+19
+2% +$575 0.01% 132
2020
Q2 		$43K Buy
1,138
+210
+23% +$7.94K 0.01% 125
2020
Q1 		$27K Buy
928
+151
+19% +$4.39K 0.01% 121
2019
Q4 		$47K Buy
+777
New +$47K 0.01% 124