LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $183K | Buy |
2,622
+891
| +51% | +$62.2K | 0.1% | 108 |
|
|
2016
Q4 | $130K | Buy |
1,731
+553
| +47% | +$41.5K | 0.07% | 124 |
|
|
2016
Q3 | $83K | Buy |
1,178
+536
| +83% | +$37.8K | 0.05% | 165 |
|
|
2016
Q2 | $44K | Hold |
642
| – | – | 0.02% | 203 |
|
|
2016
Q1 | $40K | Sell |
642
-342
| -35% | -$21.3K | 0.02% | 206 |
|
|
2015
Q4 | $59K | Sell |
984
-50
| -5% | -$3K | 0.03% | 196 |
|
|
2015
Q3 | $63K | Sell |
1,034
-91
| -8% | -$5.54K | 0.04% | 172 |
|
|
2015
Q2 | $85K | Hold |
1,125
| – | – | 0.05% | 143 |
|
|
2015
Q1 | $87K | Hold |
1,125
| – | – | 0.05% | 142 |
|
|
2014
Q4 | $89K | Buy |
1,125
+50
| +5% | +$3.96K | 0.06% | 145 |
|
|
2014
Q3 | $97K | Buy |
1,075
+250
| +30% | +$22.6K | 0.07% | 140 |
|
|
2014
Q2 | $83K | Buy |
825
+350
| +74% | +$35.2K | 0.07% | 145 |
|
|
2014
Q1 | $42K | Hold |
475
| – | – | 0.03% | 170 |
|
|
2013
Q4 | $42K | Buy |
+475
| New | +$42K | 0.03% | 167 |
|