Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,277
| Closed | -$67K | – | 1119 |
|
|
2021
Q3 | $67K | Buy |
1,277
+1,071
| +520% | +$56.2K | 0.02% | 371 |
|
|
2021
Q2 | $11K | Sell |
206
-145
| -41% | -$7.74K | ﹤0.01% | 643 |
|
|
2021
Q1 | $13K | Hold |
351
| – | – | 0.01% | 546 |
|
|
2020
Q4 | $13K | Sell |
351
-733
| -68% | -$27.1K | 0.01% | 543 |
|
|
2020
Q3 | $32K | Buy |
1,084
+683
| +170% | +$20.2K | 0.02% | 318 |
|
|
2020
Q2 | $15K | Sell |
401
-235
| -37% | -$8.79K | 0.01% | 426 |
|
|
2020
Q1 | $18K | Buy |
636
+31
| +5% | +$877 | 0.02% | 378 |
|
|
2019
Q4 | $36K | Sell |
605
-122
| -17% | -$7.26K | 0.03% | 317 |
|
|
2019
Q3 | $43K | Buy |
727
+122
| +20% | +$7.22K | 0.04% | 255 |
|
|
2019
Q2 | $39K | Hold |
605
| – | – | 0.03% | 292 |
|
|
2019
Q1 | $40K | Hold |
605
| – | – | 0.03% | 228 |
|
|
2018
Q4 | $34K | Buy |
+605
| New | +$34K | 0.03% | 242 |
|