Parisi Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-211
| Closed | -$11K | – | 569 |
|
|
2021
Q2 | $11K | Buy |
+211
| New | +$11K | ﹤0.01% | 440 |
|
|
2019
Q2 | – | Sell |
-732
| Closed | -$48K | – | 472 |
|
|
2019
Q1 | $48K | Hold |
732
| – | – | 0.03% | 222 |
|
|
2018
Q4 | $42K | Buy |
732
+448
| +158% | +$25.7K | 0.03% | 225 |
|
|
2018
Q3 | $22K | Sell |
284
-14
| -5% | -$1.09K | 0.01% | 324 |
|
|
2018
Q2 | $23K | Hold |
298
| – | – | 0.02% | 327 |
|
|
2018
Q1 | $20K | Sell |
298
-359
| -55% | -$24.1K | 0.02% | 339 |
|
|
2017
Q4 | $48K | Buy |
+657
| New | +$48K | 0.04% | 226 |
|