SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,570
| Closed | -$362K | – | 70 |
|
|
2017
Q2 | $362K | Sell |
5,570
-460
| -8% | -$29.9K | 0.51% | 46 |
|
|
2017
Q1 | $421K | Hold |
6,030
| – | – | 0.64% | 34 |
|
|
2016
Q4 | $440K | Buy |
+6,030
| New | +$440K | 0.69% | 33 |
|
|
2016
Q2 | – | Sell |
-6,030
| Closed | -$373K | – | 55 |
|
|
2016
Q1 | $373K | Buy |
+6,030
| New | +$373K | 0.76% | 24 |
|