Union Savings Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-120
| Closed | -$10.9K | – | 305 |
|
|
2024
Q2 | $10.9K | Sell |
120
-80
| -40% | -$7.29K | 0.01% | 275 |
|
|
2024
Q1 | $18.9K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $16.8K | Hold |
200
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $18.1K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $17.5K | Buy |
+200
| New | +$17.5K | 0.01% | 255 |
|