Center for Financial Planning’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
Q2
Sell
-75
Closed -$7.08K 630
2024
Q1
$7.08K Buy
+75
New +$7.08K ﹤0.01% 444
2021
Q4
Sell
-72
Closed -$4K 571
2021
Q3
$4K Buy
+72
New +$4K ﹤0.01% 425