PWM
Prentice Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$7K | – | 180 |
|
|
2022
Q2 | $7K | Buy |
+100
| New | +$7K | 0.01% | 113 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$5K | – | 317 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 282 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 275 |
|
|
2021
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 277 |
|