Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$40 | – | 301 |
|
|
2023
Q4 | – | Hold |
0
| – | -$43 | – | 285 |
|
|
2023
Q3 | – | Hold |
0
| – | -$38 | – | 177 |
|
|
2023
Q2 | – | Hold |
0
| – | -$38 | – | 172 |
|
|
2023
Q1 | – | Hold |
0
| – | -$40 | – | 291 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 155 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 343 |
|
|
2022
Q2 | – | Sell |
-41
| Closed | -$3K | – | 307 |
|
|
2022
Q1 | $3K | Buy |
41
+1
| +3% | +$73 | ﹤0.01% | 125 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 175 |
|