Connectus Wealth’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
Q1
$8.71M Sell
92,234
-2,080
-2% -$196K 0.24% 95
2023
Q4
$7.91M Sell
94,314
-39,929
-30% -$3.35M 0.16% 127
2023
Q3
$12.1M Buy
+134,243
New +$12.1M 0.27% 92