Lantz Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,070
| Closed | -$205K | – | 115 |
|
|
2020
Q1 | $205K | Sell |
7,070
-9
| -0.1% | -$261 | 0.16% | 104 |
|
|
2019
Q4 | $425K | Buy |
7,079
+1
| +0% | +$60 | 0.25% | 87 |
|
|
2019
Q3 | $399K | Sell |
7,078
-498
| -7% | -$28.1K | 0.27% | 87 |
|
|
2019
Q2 | $475K | Buy |
7,576
+2
| +0% | +$125 | 0.32% | 77 |
|
|
2019
Q1 | $501K | Buy |
+7,574
| New | +$501K | 0.36% | 68 |
|