Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-484
| Closed | -$37K | – | 592 |
|
|
2022
Q1 | $37K | Buy |
484
+210
| +77% | +$16.1K | 0.02% | 269 |
|
|
2021
Q4 | $15K | Buy |
274
+1
| +0.4% | +$55 | 0.01% | 312 |
|
|
2021
Q3 | $14K | Buy |
273
+1
| +0.4% | +$51 | 0.01% | 284 |
|
|
2021
Q2 | $15K | Buy |
272
+88
| +48% | +$4.85K | 0.01% | 254 |
|
|
2021
Q1 | $9K | Hold |
184
| – | – | ﹤0.01% | 244 |
|
|
2020
Q4 | $7K | Hold |
184
| – | – | ﹤0.01% | 227 |
|
|
2020
Q3 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 217 |
|