MinichMacGregor Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-817
| Closed | -$71.5K | – | 671 |
|
|
2022
Q4 | $71.5K | Buy |
+817
| New | +$71.5K | 0.03% | 151 |
|
|
2019
Q1 | – | Sell |
-16,200
| Closed | -$1.11M | – | 120 |
|
|
2018
Q4 | $1.11M | Buy |
16,200
+16,005
| +8,208% | +$1.1M | 0.76% | 50 |
|
|
2018
Q3 | $14K | Sell |
195
-1,841
| -90% | -$132K | 0.01% | 279 |
|
|
2018
Q2 | $152K | Buy |
2,036
+1,841
| +944% | +$137K | 0.11% | 52 |
|
|
2018
Q1 | $13K | Sell |
195
-200
| -51% | -$13.3K | 0.01% | 274 |
|
|
2017
Q4 | $28K | Buy |
395
+200
| +103% | +$14.2K | 0.02% | 161 |
|
|
2017
Q3 | $13K | Hold |
195
| – | – | 0.01% | 247 |
|
|
2017
Q2 | $12K | Hold |
195
| – | – | 0.01% | 250 |
|
|
2017
Q1 | $13K | Hold |
195
| – | – | 0.01% | 241 |
|
|
2016
Q4 | $14K | Hold |
195
| – | – | 0.01% | 219 |
|
|
2016
Q3 | $13K | Hold |
195
| – | – | 0.01% | 238 |
|
|
2016
Q2 | $13K | Hold |
195
| – | – | 0.01% | 225 |
|
|
2016
Q1 | $12K | Hold |
195
| – | – | 0.01% | 225 |
|
|
2015
Q4 | $15K | Buy |
+195
| New | +$15K | 0.01% | 191 |
|