Lake Point Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $69K | Buy |
964
+13
| +1% | +$930 | 0.04% | 54 |
|
|
2022
Q1 | $73K | Hold |
951
| – | – | 0.03% | 50 |
|
|
2021
Q4 | $53K | Hold |
951
| – | – | 0.02% | 70 |
|
|
2021
Q3 | $50K | Hold |
951
| – | – | 0.02% | 65 |
|
|
2021
Q2 | $51K | Buy |
+951
| New | +$51K | 0.02% | 64 |
|
|
2020
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 356 |
|
|
2019
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 524 |
|
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 562 |
|
|
2019
Q1 | $2K | Sell |
34
-8,071
| -100% | -$475K | ﹤0.01% | 562 |
|
|
2018
Q4 | $465K | Buy |
+8,105
| New | +$465K | 0.17% | 88 |
|