TRUADVICE’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 | – | Sell |
-2,756
| Closed | -$210K | – | 155 |
|
|
2022
Q1 | $210K | Buy |
+2,756
| New | +$210K | 0.12% | 132 |
|
|
2021
Q3 | – | Sell |
-18,282
| Closed | -$901K | – | 294 |
|
|
2021
Q2 | $901K | Buy |
18,282
+4,906
| +37% | +$242K | 0.2% | 112 |
|
|
2021
Q1 | $678K | Buy |
+13,376
| New | +$678K | 0.2% | 101 |
|