KJWM
Kiley Juergens Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,449
| Closed | -$920K | – | 41 |
|
|
2019
Q2 | $920K | Buy |
14,449
+1,019
| +8% | +$64.9K | 1.04% | 24 |
|
|
2019
Q1 | $888K | Buy |
13,430
+2,141
| +19% | +$142K | 1.11% | 22 |
|
|
2018
Q4 | $647K | Buy |
11,289
+2,162
| +24% | +$124K | 0.91% | 26 |
|
|
2018
Q3 | $691K | Sell |
9,127
-699
| -7% | -$52.9K | 0.52% | 40 |
|
|
2018
Q2 | $746K | Sell |
9,826
-15
| -0.2% | -$1.14K | 0.67% | 32 |
|
|
2018
Q1 | $663K | Buy |
9,841
+107
| +1% | +$7.21K | 0.72% | 37 |
|
|
2017
Q4 | $703K | Buy |
+9,734
| New | +$703K | 0.63% | 33 |
|