Squar Milner Financial Services’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
Q2 | – | Sell |
-112
| Closed | -$3K | – | 761 |
|
|
2020
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 649 |
|
|
2019
Q4 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 629 |
|
|
2019
Q3 | – | Sell |
-164
| Closed | -$10K | – | 735 |
|
|
2019
Q2 | $10K | Hold |
164
| – | – | 0.01% | 525 |
|
|
2019
Q1 | $10K | Hold |
164
| – | – | 0.01% | 530 |
|
|
2018
Q4 | $9K | Buy |
164
+52
| +46% | +$2.85K | 0.01% | 490 |
|
|
2018
Q3 | $8K | Sell |
112
-47
| -30% | -$3.36K | 0.01% | 546 |
|
|
2018
Q2 | $12K | Buy |
+159
| New | +$12K | 0.01% | 556 |
|