Personal Wealth Partners’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 |
-290
| Closed | -$16K | – | 404 |
|
|
2021
Q2 | $16K | Buy |
+290
| New | +$16K | 0.01% | 231 |
|
|
2020
Q1 | – | Sell |
-380
| Closed | -$23K | – | 638 |
|
|
2019
Q4 | $23K | Sell |
380
-803
| -68% | -$48.6K | 0.01% | 188 |
|
|
2019
Q3 | $70K | Hold |
1,183
| – | – | 0.03% | 130 |
|
|
2019
Q2 | $75K | Buy |
+1,183
| New | +$75K | 0.04% | 106 |
|