Private Vista’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,384
| Closed | -$203K | – | 166 |
|
|
2019
Q4 | $203K | Sell |
3,384
-519
| -13% | -$31.1K | 0.05% | 143 |
|
|
2019
Q3 | $231K | Hold |
3,903
| – | – | 0.06% | 133 |
|
|
2019
Q2 | $249K | Sell |
3,903
-572
| -13% | -$36.5K | 0.06% | 136 |
|
|
2019
Q1 | $295K | Buy |
4,475
+669
| +18% | +$44.1K | 0.07% | 124 |
|
|
2018
Q4 | $218K | Sell |
3,806
-330
| -8% | -$18.9K | 0.05% | 137 |
|
|
2018
Q3 | $313K | Buy |
4,136
+17
| +0.4% | +$1.29K | 0.06% | 119 |
|
|
2018
Q2 | $313K | Buy |
4,119
+403
| +11% | +$30.6K | 0.07% | 112 |
|
|
2018
Q1 | $250K | Buy |
+3,716
| New | +$250K | 0.07% | 116 |
|