Alaethes Wealth’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
Q2
Sell
-1,668
Closed -$128K 294
2022
Q1
$128K Buy
1,668
+200
+14% +$15.3K 0.08% 111
2021
Q4
$81K Buy
1,468
+95
+7% +$5.24K 0.05% 120
2021
Q3
$72K Buy
1,373
+152
+12% +$7.97K 0.05% 119
2021
Q2
$66K Buy
+1,221
New +$66K 0.05% 118