Parkside Investments’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 |
-5,000
| Closed | -$300K | – | 121 |
|
|
2019
Q4 | $300K | Sell |
5,000
-6,230
| -55% | -$374K | 0.07% | 101 |
|
|
2019
Q3 | $665K | Sell |
11,230
-2,700
| -19% | -$160K | 0.18% | 75 |
|
|
2019
Q2 | $887K | Sell |
13,930
-4,865
| -26% | -$310K | 0.23% | 75 |
|
|
2019
Q1 | $1.24M | Buy |
18,795
+13,300
| +242% | +$877K | 0.34% | 74 |
|
|
2018
Q4 | $315K | Buy |
+5,495
| New | +$315K | 0.14% | 92 |
|