JOYN Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-331
| Closed | -$19K | – | 1444 |
|
|
2018
Q4 | $19K | Buy |
331
+2
| +0.6% | +$115 | ﹤0.01% | 699 |
|
|
2018
Q3 | $25K | Sell |
329
-38
| -10% | -$2.89K | ﹤0.01% | 613 |
|
|
2018
Q2 | $28K | Sell |
367
-127
| -26% | -$9.69K | 0.01% | 575 |
|
|
2018
Q1 | $33K | Buy |
+494
| New | +$33K | 0.01% | 574 |
|