LWS
Lucia Wealth Services’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,080
| Closed | -$65K | – | 212 |
|
|
2019
Q4 | $65K | Hold |
1,080
| – | – | 0.02% | 146 |
|
|
2019
Q3 | $64K | Hold |
1,080
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $69K | Hold |
1,080
| – | – | 0.02% | 135 |
|
|
2019
Q1 | $71K | Buy |
1,080
+270
| +33% | +$17.8K | 0.02% | 152 |
|
|
2018
Q4 | $46K | Sell |
810
-270
| -25% | -$15.3K | 0.02% | 146 |
|
|
2018
Q3 | $82K | Hold |
1,080
| – | – | 0.03% | 169 |
|
|
2018
Q2 | $82K | Buy |
1,080
+400
| +59% | +$30.4K | 0.04% | 147 |
|
|
2018
Q1 | $46K | Buy |
+680
| New | +$46K | 0.01% | 148 |
|