Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,259
| Closed | -$2.92M | – | 139 |
|
|
2023
Q3 | $2.92M | Buy |
32,259
+23,032
| +250% | +$2.08M | 1.31% | 17 |
|
|
2023
Q2 | $749K | Sell |
9,227
-15,896
| -63% | -$1.29M | 0.33% | 76 |
|
|
2023
Q1 | $2.08M | Sell |
25,123
-19,920
| -44% | -$1.65M | 1.02% | 28 |
|
|
2022
Q4 | $3.94M | Buy |
45,043
+18,865
| +72% | +$1.65M | 2.18% | 9 |
|
|
2022
Q3 | $1.89M | Sell |
26,178
-6,020
| -19% | -$433K | 1.12% | 20 |
|
|
2022
Q2 | $2.3M | Buy |
32,198
+21,729
| +208% | +$1.55M | 1.3% | 16 |
|
|
2022
Q1 | $800K | Buy |
+10,469
| New | +$800K | 0.39% | 62 |
|
|
2021
Q3 | – | Sell |
-29,120
| Closed | -$1.57M | – | 123 |
|
|
2021
Q2 | $1.57M | Buy |
+29,120
| New | +$1.57M | 0.82% | 36 |
|
|
2019
Q2 | – | Sell |
-6,172
| Closed | -$408K | – | 97 |
|
|
2019
Q1 | $408K | Buy |
+6,172
| New | +$408K | 0.39% | 55 |
|
|
2018
Q4 | – | Sell |
-3,988
| Closed | -$302K | – | 91 |
|
|
2018
Q3 | $302K | Buy |
3,988
+709
| +22% | +$53.7K | 0.28% | 72 |
|
|
2018
Q2 | $249K | Buy |
3,279
+3,207
| +4,454% | +$244K | 0.22% | 81 |
|
|
2018
Q1 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 267 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 355 |
|