Ironwood 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
Q1 | – | Sell |
-16
| Closed | – | – | 56 |
|
|
2021
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 52 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 51 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 51 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 48 |
|
|
2020
Q4 | $1K | Sell |
16
-6
| -27% | -$375 | ﹤0.01% | 49 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 43 |
|
|
2020
Q2 | $1K | Buy |
22
+4
| +22% | +$182 | ﹤0.01% | 43 |
|
|
2020
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 50 |
|