PWAG
Polaris Wealth Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,203
| Closed | -$733K | – | 212 |
|
|
2021
Q1 | $733K | Buy |
+15,203
| New | +$733K | 0.05% | 103 |
|
|
2018
Q4 | – | Sell |
-165,468
| Closed | -$12.5M | – | 474 |
|
|
2018
Q3 | $12.5M | Buy |
165,468
+165,461
| +2,363,729% | +$12.5M | 0.86% | 55 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 470 |
|