Davidson 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
-4,000
Closed -$362K 131
2023
Q3
$362K Buy
+4,000
New +$362K 0.02% 104
2021
Q1
Sell
-8,565
Closed -$325K 104
2020
Q4
$325K Buy
+8,565
New +$325K 0.03% 88