Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.23M | Buy |
107,833
+100,804
| +1,434% | +$3.02M | 0.11% | 90 |
|
|
2020
Q2 | $266K | Sell |
7,029
-1,323
| -16% | -$50.1K | 0.02% | 361 |
|
|
2020
Q1 | $243K | Buy |
+8,352
| New | +$243K | 0.02% | 346 |
|
|
2019
Q2 | – | Sell |
-2,209
| Closed | -$146K | – | 2121 |
|
|
2019
Q1 | $146K | Buy |
2,209
+610
| +38% | +$40.3K | 0.01% | 524 |
|
|
2018
Q4 | $92K | Sell |
1,599
-749
| -32% | -$43.1K | 0.01% | 634 |
|
|
2018
Q3 | $178K | Sell |
2,348
-252
| -10% | -$19.1K | 0.01% | 492 |
|
|
2018
Q2 | $197K | Sell |
2,600
-123
| -5% | -$9.32K | 0.02% | 470 |
|
|
2018
Q1 | $184K | Sell |
2,723
-5,715
| -68% | -$386K | 0.02% | 503 |
|
|
2017
Q4 | $610K | Sell |
8,438
-6,475
| -43% | -$468K | 0.06% | 221 |
|
|
2017
Q3 | $1.02M | Buy |
14,913
+2,297
| +18% | +$157K | 0.11% | 127 |
|
|
2017
Q2 | $819K | Buy |
12,616
+11,766
| +1,384% | +$764K | 0.1% | 141 |
|
|
2017
Q1 | $59K | Hold |
850
| – | – | 0.01% | 764 |
|
|
2016
Q4 | $64K | Sell |
850
-525
| -38% | -$39.5K | 0.01% | 711 |
|
|
2016
Q3 | $97K | Buy |
1,375
+525
| +62% | +$37K | 0.02% | 578 |
|
|
2016
Q2 | $58K | Hold |
850
| – | – | 0.01% | 702 |
|
|
2016
Q1 | $53K | Hold |
850
| – | – | 0.01% | 689 |
|
|
2015
Q4 | $51K | Buy |
+850
| New | +$51K | 0.01% | 711 |
|