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Clear Rock Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Clear Rock Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$1.75M Hold
19,200
– – 0.75% 45
2024
Q1 		$1.81M Hold
19,200
– – 0.79% 41
2023
Q4 		$1.6M Buy
+19,200
New +$1.6M 0.72% 43