RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,898
| Closed | -$222K | – | 243 |
|
|
2022
Q1 | $222K | Buy |
+2,898
| New | +$222K | 0.09% | 202 |
|
|
2020
Q1 | – | Sell |
-3,916
| Closed | -$214K | – | 252 |
|
|
2019
Q4 | $214K | Buy |
3,916
+13
| +0.3% | +$710 | 0.09% | 230 |
|
|
2019
Q3 | $228K | Buy |
3,903
+498
| +15% | +$29.1K | 0.1% | 212 |
|
|
2019
Q2 | $215K | Sell |
3,405
-125
| -4% | -$7.89K | 0.1% | 204 |
|
|
2019
Q1 | $237K | Buy |
+3,530
| New | +$237K | 0.11% | 183 |
|