Pacific Wealth Strategies Group’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
Q1 | – | Sell |
-4,679
| Closed | -$281K | – | 85 |
|
|
2019
Q4 | $281K | Buy |
4,679
+140
| +3% | +$8.41K | 0.16% | 77 |
|
|
2019
Q3 | $269K | Sell |
4,539
-102
| -2% | -$6.05K | 0.17% | 76 |
|
|
2019
Q2 | $296K | Sell |
4,641
-422
| -8% | -$26.9K | 0.19% | 76 |
|
|
2019
Q1 | $335K | Buy |
5,063
+184
| +4% | +$12.2K | 0.22% | 74 |
|
|
2018
Q4 | $280K | Buy |
4,879
+1,637
| +50% | +$93.9K | 0.2% | 75 |
|
|
2018
Q3 | $246K | Buy |
+3,242
| New | +$246K | 0.16% | 79 |
|