Watermark Asset Management’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
2018
Q1
Sell
-100
Closed -$7K 255
2017
Q4
$7K Sell
100
-118
-54% -$8.26K ﹤0.01% 180
2017
Q3
$15K Buy
218
+1
+0.5% +$69 0.01% 155
2017
Q2
$14K Buy
217
+1
+0.5% +$65 0.01% 160
2017
Q1
$15K Buy
+216
New +$15K 0.01% 150