UCIG
Ulrich Consultants & Investment Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $442K | Hold |
5,440
| – | – | 1.07% | 14 |
|
|
2023
Q1 | $451K | Hold |
5,440
| – | – | 0.94% | 14 |
|
|
2022
Q4 | $476K | Buy |
5,440
+820
| +18% | +$71.7K | 1.07% | 14 |
|
|
2022
Q3 | $333K | Hold |
4,620
| – | – | 0.26% | 46 |
|
|
2022
Q2 | $330K | Buy |
+4,620
| New | +$330K | 0.18% | 65 |
|