Palo Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.6M | Sell |
27,855
-38,602
| -58% | -$2.21M | 0.68% | 62 |
|
|
2018
Q3 | $5.03M | Buy |
66,457
+4,587
| +7% | +$347K | 1.81% | 8 |
|
|
2018
Q2 | $4.7M | Sell |
61,870
-586
| -0.9% | -$44.5K | 1.71% | 7 |
|
|
2018
Q1 | $4.21M | Buy |
62,456
+4,697
| +8% | +$317K | 1.53% | 15 |
|
|
2017
Q4 | $4.17M | Buy |
+57,759
| New | +$4.17M | 1.86% | 12 |
|
|
2016
Q2 | – | Sell |
-26,508
| Closed | -$1.64M | – | 248 |
|
|
2016
Q1 | $1.64M | Buy |
+26,508
| New | +$1.64M | 1.29% | 13 |
|