Altus Wealth Group’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
2021
Q3
Sell
-600
Closed -$32K 123
2021
Q2
$32K Hold
600
0.03% 116
2021
Q1
$30K Sell
600
-100
-14% -$5K 0.03% 133
2020
Q4
$27K Buy
+700
New +$27K 0.03% 314