Titus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $532K | Sell |
7,441
-39
| -0.5% | -$2.79K | 0.27% | 65 |
|
|
2022
Q1 | $572K | Buy |
7,480
+105
| +1% | +$8.03K | 0.26% | 68 |
|
|
2021
Q4 | $409K | Sell |
7,375
-810
| -10% | -$44.9K | 0.18% | 87 |
|
|
2021
Q3 | $425K | Buy |
8,185
+1,415
| +21% | +$73.5K | 0.22% | 75 |
|
|
2021
Q2 | $365K | Buy |
+6,770
| New | +$365K | 0.2% | 88 |
|
|
2020
Q2 | – | Sell |
-8,102
| Closed | -$235K | – | 115 |
|
|
2020
Q1 | $235K | Buy |
+8,102
| New | +$235K | 0.22% | 82 |
|