BWS
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BCR Wealth Strategies’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-323
Closed -$23K 105
2022
Q3
$23K Hold
323
0.02% 55
2022
Q2
$23K Hold
323
0.02% 57
2022
Q1
$25K Hold
323
0.02% 56
2021
Q4
$18K Buy
+323
New +$18K 0.02% 61