LIM
Loudon Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,758
| Closed | -$202K | – | 88 |
|
|
2021
Q2 | $202K | Sell |
3,758
-36,383
| -91% | -$1.96M | 0.14% | 85 |
|
|
2021
Q1 | $5.33M | Buy |
40,141
+314
| +0.8% | +$41.7K | 3.82% | 5 |
|
|
2020
Q4 | $5.18M | Buy |
39,827
+12,826
| +48% | +$1.67M | 4.05% | 4 |
|
|
2020
Q3 | $3.15M | Buy |
27,001
+7,704
| +40% | +$899K | 2.66% | 13 |
|
|
2020
Q2 | $2.02M | Buy |
19,297
+15,729
| +441% | +$1.64M | 1.74% | 21 |
|
|
2020
Q1 | $287K | Buy |
3,568
+1,018
| +40% | +$81.9K | 0.3% | 62 |
|
|
2019
Q4 | $234K | Buy |
+2,550
| New | +$234K | 0.18% | 82 |
|