Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-27,450
| Closed | -$2.07M | – | 910 |
|
|
2016
Q4 | $2.07M | Buy |
+27,450
| New | +$2.07M | 0.68% | 19 |
|
|
2016
Q1 | – | Sell |
-440
| Closed | -$27K | – | 805 |
|
|
2015
Q4 | $27K | Buy |
+440
| New | +$27K | 0.01% | 652 |
|
|
2014
Q3 | – | Sell |
-825
| Closed | -$83K | – | 958 |
|
|
2014
Q2 | $83K | Buy |
+825
| New | +$83K | 0.02% | 555 |
|