Wealth & Pension Services Group’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
2019
Q3
$217K Sell
3,658
-468
-11% -$27.8K 0.16% 109
2019
Q2
$263K Sell
4,126
-89
-2% -$5.67K 0.19% 101
2019
Q1
$279K Sell
4,215
-454
-10% -$30.1K 0.22% 96
2018
Q4
$268K Buy
4,669
+44
+1% +$2.53K 0.24% 87
2018
Q3
$350K Buy
+4,625
New +$350K 0.35% 61