WWM
Willingdon Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-236
| Closed | -$16K | – | 362 |
|
|
2018
Q1 | $16K | Buy |
236
+72
| +44% | +$4.88K | 0.01% | 235 |
|
|
2017
Q4 | $12K | Buy |
+164
| New | +$12K | ﹤0.01% | 234 |
|
|
2015
Q2 | – | Sell |
-2,800
| Closed | -$217K | – | 96 |
|
|
2015
Q1 | $217K | Sell |
2,800
-2,127
| -43% | -$165K | 0.18% | 82 |
|
|
2014
Q4 | $390K | Buy |
+4,927
| New | +$390K | 0.25% | 77 |
|