LBMC Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,796
Closed -$212K 100
2018
Q3
$212K Sell
2,796
-57
-2% -$4.32K 0.03% 97
2018
Q2
$217K Buy
+2,853
New +$217K 0.04% 97