Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.22M | Buy |
17,024
+1,020
| +6% | +$72.9K | 0.8% | 47 |
|
|
2022
Q1 | $1.22M | Buy |
16,004
+1,505
| +10% | +$115K | 0.69% | 50 |
|
|
2021
Q4 | $805K | Buy |
14,499
+972
| +7% | +$54K | 0.44% | 71 |
|
|
2021
Q3 | $705K | Buy |
13,527
+575
| +4% | +$30K | 0.43% | 73 |
|
|
2021
Q2 | $698K | Buy |
12,952
+810
| +7% | +$43.7K | 0.42% | 75 |
|
|
2021
Q1 | $596K | Buy |
12,142
+1,989
| +20% | +$97.6K | 0.39% | 77 |
|
|
2020
Q4 | $385K | Buy |
10,153
+545
| +6% | +$20.7K | 0.28% | 90 |
|
|
2020
Q3 | $288K | Buy |
9,608
+926
| +11% | +$27.8K | 0.24% | 93 |
|
|
2020
Q2 | $329K | Buy |
8,682
+1,162
| +15% | +$44K | 0.31% | 81 |
|
|
2020
Q1 | $219K | Buy |
7,520
+1,550
| +26% | +$45.1K | 0.26% | 86 |
|
|
2019
Q4 | $361K | Buy |
+5,970
| New | +$361K | 0.31% | 83 |
|