PWM
Paulson Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,544
| Closed | -$234K | – | 115 |
|
|
2019
Q1 | $234K | Sell |
3,544
-1,402
| -28% | -$92.6K | 0.18% | 101 |
|
|
2018
Q4 | $309K | Sell |
4,946
-4,433
| -47% | -$277K | 0.26% | 84 |
|
|
2018
Q3 | $646K | Sell |
9,379
-52
| -0.6% | -$3.58K | 0.58% | 52 |
|
|
2018
Q2 | $716K | Sell |
9,431
-498
| -5% | -$37.8K | 0.71% | 44 |
|
|
2018
Q1 | $669K | Sell |
9,929
-631
| -6% | -$42.5K | 0.67% | 52 |
|
|
2017
Q4 | $763K | Buy |
+10,560
| New | +$763K | 0.67% | 45 |
|