MAS
Madden Advisory 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 |
-5,221
| Closed | -$313K | – | 90 |
|
|
2019
Q4 | $313K | Sell |
5,221
-14,892
| -74% | -$893K | 0.2% | 62 |
|
|
2019
Q3 | $1.19M | Sell |
20,113
-11,164
| -36% | -$661K | 0.85% | 36 |
|
|
2019
Q2 | $1.99M | Sell |
31,277
-6,445
| -17% | -$410K | 1.24% | 27 |
|
|
2019
Q1 | $2.49M | Buy |
37,722
+452
| +1% | +$29.9K | 1.34% | 28 |
|
|
2018
Q4 | $2.14M | Sell |
37,270
-23,700
| -39% | -$1.36M | 1.29% | 29 |
|
|
2018
Q3 | $4.62M | Buy |
60,970
+2,061
| +3% | +$156K | 2.79% | 13 |
|
|
2018
Q2 | $4.47M | Buy |
58,909
+1,263
| +2% | +$95.9K | 2.84% | 12 |
|
|
2018
Q1 | $3.89M | Buy |
57,646
+1,916
| +3% | +$129K | 2.36% | 14 |
|
|
2017
Q4 | $4.03M | Sell |
55,730
-3,235
| -5% | -$234K | 2.43% | 13 |
|
|
2017
Q3 | $4.04M | Buy |
58,965
+831
| +1% | +$56.9K | 2.55% | 13 |
|
|
2017
Q2 | $3.77M | Sell |
58,134
-1,956
| -3% | -$127K | 2.49% | 13 |
|
|
2017
Q1 | $4.2M | Buy |
60,090
+156
| +0.3% | +$10.9K | 2.71% | 10 |
|
|
2016
Q4 | $4.51M | Sell |
59,934
-6,255
| -9% | -$471K | 3.06% | 10 |
|
|
2016
Q3 | $4.67M | Buy |
66,189
+894
| +1% | +$63.1K | 2.87% | 8 |
|
|
2016
Q2 | $4.46M | Buy |
65,295
+5,169
| +9% | +$353K | 2.75% | 7 |
|
|
2016
Q1 | $3.72M | Buy |
60,126
+607
| +1% | +$37.6K | 2.42% | 13 |
|
|
2015
Q4 | $3.59M | Buy |
59,519
+16,875
| +40% | +$1.02M | 2.36% | 15 |
|
|
2015
Q3 | $2.61M | Buy |
42,644
+895
| +2% | +$54.8K | 1.71% | 17 |
|
|
2015
Q2 | $3.14M | Buy |
41,749
+5,531
| +15% | +$416K | 1.88% | 16 |
|
|
2015
Q1 | $2.81M | Sell |
36,218
-100
| -0.3% | -$7.76K | 1.7% | 18 |
|
|
2014
Q4 | $2.88M | Sell |
36,318
-89
| -0.2% | -$7.05K | 1.64% | 15 |
|
|
2014
Q3 | $3.3M | Buy |
36,407
+8,186
| +29% | +$742K | 1.71% | 16 |
|
|
2014
Q2 | $2.83M | Buy |
28,221
+2,395
| +9% | +$240K | 1.44% | 18 |
|
|
2014
Q1 | $2.3M | Sell |
25,826
-2,488
| -9% | -$222K | 1.26% | 21 |
|
|
2013
Q4 | $2.51M | Buy |
28,314
+685
| +2% | +$60.6K | 1.88% | 13 |
|
|
2013
Q3 | $2.29M | Buy |
27,629
+407
| +1% | +$33.7K | 2% | 16 |
|
|
2013
Q2 | $2.13M | Buy |
+27,222
| New | +$2.13M | 1.75% | 14 |
|