Outfitter Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-2,345
| Closed | -$213K | – | 144 |
|
2014
Q3 | $213K | Sell |
2,345
-150
| -6% | -$13.6K | 0.08% | 125 |
|
2014
Q2 | $250K | Hold |
2,495
| – | – | 0.1% | 121 |
|
2014
Q1 | $222K | Hold |
2,495
| – | – | 0.09% | 124 |
|
2013
Q4 | $221K | Hold |
2,495
| – | – | 0.09% | 122 |
|
2013
Q3 | $207K | Buy |
+2,495
| New | +$207K | 0.09% | 126 |
|