Symons Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,703
| Closed | -$329K | – | 93 |
|
|
2021
Q1 | $329K | Sell |
6,703
-301
| -4% | -$14.8K | 0.17% | 58 |
|
|
2020
Q4 | $266K | Buy |
+7,004
| New | +$266K | 0.15% | 66 |
|
|
2020
Q3 | – | Sell |
-6,004
| Closed | -$227K | – | 87 |
|
|
2020
Q2 | $227K | Sell |
6,004
-13,735
| -70% | -$519K | 0.14% | 60 |
|
|
2020
Q1 | $574K | Buy |
+19,739
| New | +$574K | 0.34% | 44 |
|