Concentrum Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Concentrum Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$324K	Sell
2024 Q2	$356K	Sell
2024 Q1	$385K	Buy
2023 Q4	$306K	Buy
2023 Q3	$260K	Buy
2023 Q2	$208K	Sell
2023 Q1	$231K	Hold
2022 Q4	$244K	Sell
2022 Q3	$201K	Buy