YorkBridge Wealth Partners’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
Q1 | – | Sell |
-5,244
| Closed | -$315K | – | 185 |
|
|
2019
Q4 | $315K | Buy |
5,244
+327
| +7% | +$19.6K | 0.14% | 139 |
|
|
2019
Q3 | $291K | Buy |
4,917
+4,607
| +1,486% | +$273K | 0.15% | 137 |
|
|
2019
Q2 | $20K | Buy |
310
+30
| +11% | +$1.94K | 0.01% | 477 |
|
|
2019
Q1 | $19K | Hold |
280
| – | – | 0.01% | 475 |
|
|
2018
Q4 | $16K | Hold |
280
| – | – | 0.01% | 510 |
|
|
2018
Q3 | $22K | Sell |
280
-250
| -47% | -$19.6K | 0.01% | 503 |
|
|
2018
Q2 | $40K | Hold |
530
| – | – | 0.02% | 388 |
|
|
2018
Q1 | $37K | Hold |
530
| – | – | 0.02% | 402 |
|
|
2017
Q4 | $37K | Sell |
530
-40
| -7% | -$2.79K | 0.02% | 404 |
|
|
2017
Q3 | $39K | Buy |
570
+200
| +54% | +$13.7K | 0.02% | 407 |
|
|
2017
Q2 | $24K | Sell |
370
-575
| -61% | -$37.3K | 0.01% | 469 |
|
|
2017
Q1 | $64K | Sell |
945
-297
| -24% | -$20.1K | 0.03% | 338 |
|
|
2016
Q4 | $90K | Buy |
+1,242
| New | +$90K | 0.05% | 254 |
|