Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $968K | Sell |
11,070
-427
| -4% | -$37.3K | ﹤0.01% | 239 |
|
|
2022
Q3 | $828K | Buy |
11,497
+270
| +2% | +$19.4K | ﹤0.01% | 245 |
|
|
2022
Q2 | $803K | Buy |
11,227
+500
| +5% | +$35.8K | ﹤0.01% | 245 |
|
|
2022
Q1 | $820K | Sell |
10,727
-3,970
| -27% | -$303K | ﹤0.01% | 262 |
|
|
2021
Q4 | $814K | Sell |
14,697
-2,625
| -15% | -$145K | ﹤0.01% | 276 |
|
|
2021
Q3 | $902K | Sell |
17,322
-946
| -5% | -$49.3K | ﹤0.01% | 258 |
|
|
2021
Q2 | $984K | Sell |
18,268
-4,187
| -19% | -$226K | 0.01% | 254 |
|
|
2021
Q1 | $1.1M | Buy |
22,455
+1,479
| +7% | +$72.6K | 0.01% | 251 |
|
|
2020
Q4 | $795K | Sell |
20,976
-433,987
| -95% | -$16.4M | 0.01% | 263 |
|
|
2020
Q3 | $13.6M | Buy |
454,963
+438,763
| +2,708% | +$13.1M | 0.1% | 121 |
|
|
2020
Q2 | $613K | Buy |
16,200
+13,800
| +575% | +$522K | 0.01% | 243 |
|
|
2020
Q1 | $15.3M | Buy |
+2,400
| New | +$15.3M | 0.15% | 113 |
|