Beacon Harbor Wealth Advisors’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
Q1
Sell
-48,119
Closed -$2.67M 86
2021
Q4
$2.67M Buy
+48,119
New +$2.67M 0.88% 44