SHA
Smith Hayes Advisers’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $400K | Sell |
6,468
-237
| -4% | -$14.7K | 0.08% | 221 |
|
|
2015
Q4 | $404K | Sell |
6,705
-444
| -6% | -$26.8K | 0.09% | 213 |
|
|
2015
Q3 | $438K | Sell |
7,149
-102
| -1% | -$6.25K | 0.1% | 199 |
|
|
2015
Q2 | $545K | Sell |
7,251
-5,300
| -42% | -$398K | 0.11% | 191 |
|
|
2015
Q1 | $974K | Sell |
12,551
-1,437
| -10% | -$112K | 0.19% | 132 |
|
|
2014
Q4 | $1.11M | Buy |
13,988
+9,440
| +208% | +$747K | 0.23% | 120 |
|
|
2014
Q3 | $412K | Buy |
+4,548
| New | +$412K | 0.1% | 203 |
|