Capital Performance 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
2024
Q4
Sell
-761
Closed -$66.8K 2735
2024
Q3
$66.8K Buy
+761
New +$66.8K 0.02% 273