SWA
Sutton Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.1K | Hold |
200
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $16.2K | Buy |
+200
| New | +$16.2K | 0.01% | 378 |
|
|
2019
Q4 | – | Sell |
-3,285
| Closed | -$194K | – | 1204 |
|
|
2019
Q3 | $194K | Hold |
3,285
| – | – | 0.11% | 150 |
|
|
2019
Q2 | $209K | Hold |
3,285
| – | – | 0.12% | 136 |
|
|
2019
Q1 | $217K | Hold |
3,285
| – | – | 0.13% | 130 |
|
|
2018
Q4 | $188K | Buy |
+3,285
| New | +$188K | 0.12% | 134 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$674 | – | 1168 |
|
|
2018
Q1 | $674 | Buy |
+10
| New | +$674 | ﹤0.01% | 1069 |
|