Kalos Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,802
| Closed | -$146K | – | 119 |
|
|
2023
Q2 | $146K | Buy |
1,802
+516
| +40% | +$41.9K | 0.31% | 50 |
|
|
2023
Q1 | $107K | Buy |
1,286
+77
| +6% | +$6.38K | 0.21% | 61 |
|
|
2022
Q4 | $106K | Buy |
+1,209
| New | +$106K | 0.24% | 49 |
|
|
2016
Q1 | – | Hold |
0
| – | -$30K | – | 525 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 259 |
|