SCA
Stuart Chaussee & Associates’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-255
| Closed | -$19K | – | 172 |
|
|
2022
Q1 | $19K | Hold |
255
| – | – | 0.01% | 87 |
|
|
2021
Q4 | $14K | Buy |
+255
| New | +$14K | 0.01% | 103 |
|
|
2017
Q1 | – | Sell |
-114,875
| Closed | -$8.65M | – | 90 |
|
|
2016
Q4 | $8.65M | Buy |
114,875
+101,315
| +747% | +$7.63M | 6.7% | 4 |
|
|
2016
Q3 | $957K | Hold |
13,560
| – | – | 0.78% | 7 |
|
|
2016
Q2 | $930K | Buy |
13,560
+8,575
| +172% | +$588K | 0.76% | 8 |
|
|
2016
Q1 | $310K | Buy |
+4,985
| New | +$310K | 0.28% | 11 |
|