PrairieView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-346
| Closed | -$31K | – | 424 |
|
|
2023
Q3 | $31K | Sell |
346
-142
| -29% | -$12.7K | ﹤0.01% | 206 |
|
|
2023
Q2 | $39K | Hold |
488
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $40K | Hold |
488
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $42K | Hold |
488
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $35K | Sell |
488
-404
| -45% | -$29K | 0.01% | 203 |
|
|
2022
Q2 | $64K | Hold |
892
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $68K | Buy |
+892
| New | +$68K | 0.01% | 171 |
|