Woodward Diversified Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,834
| Closed | -$203K | – | 147 |
|
|
2022
Q2 | $203K | Sell |
2,834
-1,359
| -32% | -$97.3K | 0.16% | 128 |
|
|
2022
Q1 | $321K | Buy |
+4,193
| New | +$321K | 0.21% | 113 |
|
|
2021
Q3 | – | Sell |
-5,587
| Closed | -$301K | – | 223 |
|
|
2021
Q2 | $301K | Sell |
5,587
-2,396
| -30% | -$129K | 0.17% | 142 |
|
|
2021
Q1 | $392K | Buy |
+7,983
| New | +$392K | 0.23% | 105 |
|