Piershale Financial Group’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 | $4.06K | Hold |
50
| – | – | ﹤0.01% | 186 |
|
|
2023
Q1 | $4.14K | Hold |
50
| – | – | ﹤0.01% | 190 |
|
|
2022
Q4 | $4.37K | Buy |
+50
| New | +$4.37K | ﹤0.01% | 191 |
|
|
2018
Q1 | – | Sell |
-203,152
| Closed | -$14.7M | – | 30 |
|
|
2017
Q4 | $14.7M | Buy |
+203,152
| New | +$14.7M | 7.55% | 7 |
|
|
2016
Q3 | – | Sell |
-172
| Closed | -$12K | – | 173 |
|
|
2016
Q2 | $12K | Buy |
+172
| New | +$12K | 0.01% | 83 |
|
|
2016
Q1 | – | Sell |
-208
| Closed | -$13K | – | 214 |
|
|
2015
Q4 | $13K | Buy |
+208
| New | +$13K | 0.01% | 103 |
|