Piedmont Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73,697
| Closed | -$6.11M | – | 52 |
|
|
2023
Q1 | $6.11M | Buy |
73,697
+272
| +0.4% | +$22.5K | 4.89% | 7 |
|
|
2022
Q4 | $6.42M | Sell |
73,425
-2,422
| -3% | -$212K | 5.38% | 6 |
|
|
2022
Q3 | $5.47M | Sell |
75,847
-1,861
| -2% | -$134K | 4.93% | 4 |
|
|
2022
Q2 | $5.56M | Sell |
77,708
-608
| -0.8% | -$43.5K | 5.71% | 4 |
|
|
2022
Q1 | $6.04M | Buy |
+78,316
| New | +$6.04M | 4.54% | 6 |
|