Leonetti & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-80,935
| Closed | -$7.33M | – | 45 |
|
2014
Q3 | $7.33M | Buy |
+80,935
| New | +$7.33M | 2.35% | 13 |
|
2014
Q2 | – | Sell |
-160,622
| Closed | -$14.3M | – | 38 |
|
2014
Q1 | $14.3M | Buy |
+160,622
| New | +$14.3M | 4.82% | 7 |
|
2013
Q4 | – | Sell |
-162,248
| Closed | -$13.5M | – | 40 |
|
2013
Q3 | $13.5M | Buy |
+162,248
| New | +$13.5M | 4.9% | 6 |
|