MFT
Moisand Fitzgerald Tamayo’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27
| Closed | -$2.46K | – | 649 |
|
|
2024
Q2 | $2.46K | Buy |
+27
| New | +$2.46K | ﹤0.01% | 481 |
|
|
2023
Q4 | – | Sell |
-131
| Closed | -$11.8K | – | 822 |
|
|
2023
Q3 | $11.8K | Buy |
+131
| New | +$11.8K | ﹤0.01% | 316 |
|
|
2021
Q3 | – | Sell |
-58
| Closed | -$3K | – | 427 |
|
|
2021
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 351 |
|
|
2020
Q2 | – | Sell |
-160
| Closed | -$5K | – | 340 |
|
|
2020
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 202 |
|
|
2019
Q4 | $10K | Hold |
160
| – | – | 0.01% | 201 |
|
|
2019
Q3 | $9K | Hold |
160
| – | – | ﹤0.01% | 204 |
|
|
2019
Q2 | $10K | Hold |
160
| – | – | 0.01% | 191 |
|
|
2019
Q1 | $11K | Hold |
160
| – | – | 0.01% | 191 |
|
|
2018
Q4 | $9K | Hold |
160
| – | – | 0.01% | 197 |
|
|
2018
Q3 | $12K | Sell |
160
-23
| -13% | -$1.73K | 0.01% | 202 |
|
|
2018
Q2 | $14K | Hold |
183
| – | – | 0.01% | 180 |
|
|
2018
Q1 | $12K | Hold |
183
| – | – | 0.01% | 204 |
|
|
2017
Q4 | $13K | Hold |
183
| – | – | 0.01% | 184 |
|
|
2017
Q3 | $13K | Buy |
+183
| New | +$13K | 0.01% | 197 |
|
|
2016
Q2 | – | Sell |
-160
| Closed | -$10K | – | 205 |
|
|
2016
Q1 | $10K | Hold |
160
| – | – | 0.01% | 152 |
|
|
2015
Q4 | $10K | Buy |
+160
| New | +$10K | 0.01% | 149 |
|