UCMOK
United Capital Management of KS’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,334
| Closed | -$200K | – | 116 |
|
|
2019
Q4 | $200K | Buy |
+3,334
| New | +$200K | 0.13% | 111 |
|
|
2019
Q2 | – | Sell |
-4,698
| Closed | -$316K | – | 109 |
|
|
2019
Q1 | $316K | Sell |
4,698
-2,058
| -30% | -$138K | 0.25% | 86 |
|
|
2018
Q4 | $387K | Sell |
6,756
-523
| -7% | -$30K | 0.36% | 77 |
|
|
2018
Q3 | $547K | Buy |
+7,279
| New | +$547K | 0.44% | 67 |
|