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Aquire Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Aquire Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,468
Closed -$248K – 35
2022
Q2 		$248K Hold
3,468
– – 0.14% 32
2022
Q1 		$265K Hold
3,468
– – 0.14% 34
2021
Q4 		$192K Buy
+3,468
New +$192K 0.1% 39