SWMG
Signature Wealth Management Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-108
| Closed | -$7K | – | 306 |
|
|
2018
Q3 | $7K | Hold |
108
| – | – | 0.01% | 220 |
|
|
2018
Q2 | $8K | Buy |
108
+75
| +227% | +$5.56K | 0.01% | 208 |
|
|
2018
Q1 | $2K | Sell |
33
-167
| -84% | -$10.1K | ﹤0.01% | 302 |
|
|
2017
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 168 |
|