Choate Investment 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
2023
Q4
Sell
-1,237
Closed -$112K 468
2023
Q3
$112K Buy
+1,237
New +$112K ﹤0.01% 371
2022
Q3
Sell
-1,693
Closed -$121K 317
2022
Q2
$121K Buy
+1,693
New +$121K 0.01% 267