Punch & Associates Investment Management’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
-600
Closed -$36K 247
2019
Q4
$36K Sell
600
-4,900
-89% -$294K ﹤0.01% 226
2019
Q3
$326K Buy
+5,500
New +$326K 0.03% 193