US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $2.26M | Hold |
36,485
| – | – | 4.53% | 11 |
|
|
2016
Q1 | $2.26M | Sell |
36,485
-47,982
| -57% | -$2.97M | 3.93% | 11 |
|
|
2015
Q4 | $5.1M | Buy |
84,467
+83,935
| +15,777% | +$5.06M | 4.83% | 10 |
|
|
2015
Q3 | $33K | Sell |
532
-77,845
| -99% | -$4.83M | 0.05% | 153 |
|
|
2015
Q2 | $5.89M | Buy |
78,377
+108
| +0.1% | +$8.12K | 5.56% | 10 |
|
|
2015
Q1 | $6.07M | Buy |
78,269
+3,295
| +4% | +$256K | 5.52% | 11 |
|
|
2014
Q4 | $5.94M | Buy |
+74,974
| New | +$5.94M | 5.3% | 10 |
|