Wealthcare Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-580
Closed -$14K 685
2021
Q1
$14K Buy
+580
New +$13.4K ﹤0.01% 247

Other funds holding XLE

Wealthcare Capital Management's XLE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 580 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in XLE in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 580 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $14K.
  • Wealthcare Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $14K in Q1 2021.
  • 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.