MLL
Moody Lynn & Lieberson’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,718
| Closed | -$501K | – | 221 |
|
|
2017
Q2 | $501K | Buy |
+7,718
| New | +$501K | 0.07% | 155 |
|
|
2017
Q1 | – | Sell |
-47,075
| Closed | -$3.55M | – | 185 |
|
|
2016
Q4 | $3.55M | Buy |
+47,075
| New | +$3.55M | 0.51% | 54 |
|
|
2014
Q2 | – | Sell |
-17,600
| Closed | -$1.57M | – | 210 |
|
|
2014
Q1 | $1.57M | Buy |
17,600
+10,810
| +159% | +$962K | 0.23% | 100 |
|
|
2013
Q4 | $601K | Buy |
+6,790
| New | +$601K | 0.08% | 124 |
|