Clear Perspectives Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$118K Sell
2022
Q4
$782K Buy
2022
Q3
$543K Buy
2022
Q2
$198K Buy
2021
Q3
Sell
2021
Q2
$38K Buy