Johnson Financial Group LLC (Colorado)’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
Q2 | – | Sell |
-5,415
| Closed | -$414K | – | 61 |
|
|
2022
Q1 | $414K | Hold |
5,415
| – | – | 0.07% | 31 |
|
|
2021
Q4 | $301K | Hold |
5,415
| – | – | 0.05% | 58 |
|
|
2021
Q3 | $282K | Hold |
5,415
| – | – | 0.05% | 61 |
|
|
2021
Q2 | $292K | Hold |
5,415
| – | – | 0.06% | 66 |
|
|
2021
Q1 | $266K | Hold |
5,415
| – | – | 0.06% | 57 |
|
|
2020
Q4 | $205K | Buy |
+5,415
| New | +$205K | 0.06% | 29 |
|