Nachman Norwood & Parrott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-150
| Closed | -$4K | – | 1058 |
|
|
2020
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1016 |
|
|
2019
Q4 | – | Sell |
-4,180
| Closed | -$247K | – | 254 |
|
|
2019
Q3 | $247K | Buy |
4,180
+30
| +0.7% | +$1.77K | 0.04% | 217 |
|
|
2019
Q2 | $264K | Hold |
4,150
| – | – | 0.05% | 214 |
|
|
2019
Q1 | $274K | Sell |
4,150
-125
| -3% | -$8.25K | 0.05% | 199 |
|
|
2018
Q4 | $245K | Buy |
+4,275
| New | +$245K | 0.05% | 197 |
|