Altium Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Altium Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$852K	Sell
2022 Q1	$1.01M	Buy
2021 Q4	$733K	Buy
2021 Q3	$677K	Sell
2021 Q2	$719K	Sell
2021 Q1	$702K	Buy
2019 Q3	–	Sell
2019 Q2	$220K	Buy