BIP Wealth’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
2023
Q4
Sell
-2,235
Closed -$202K 201
2023
Q3
$202K Buy
+2,235
New +$202K 0.02% 172
2023
Q2
Sell
-2,461
Closed -$204K 196
2023
Q1
$204K Buy
+2,461
New +$204K 0.02% 173