Seven Springs Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,875
| Closed | -$92K | – | 143 |
|
|
2021
Q1 | $92K | Sell |
1,875
-85
| -4% | -$4.17K | 0.04% | 69 |
|
|
2020
Q4 | $74K | Sell |
1,960
-1,289
| -40% | -$48.7K | 0.04% | 71 |
|
|
2020
Q3 | $97K | Buy |
3,249
+66
| +2% | +$1.97K | 0.06% | 66 |
|
|
2020
Q2 | $120K | Sell |
3,183
-81
| -2% | -$3.05K | 0.08% | 57 |
|
|
2020
Q1 | $95K | Buy |
+3,264
| New | +$95K | 0.07% | 65 |
|