Douglass Winthrop 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
-2,650
Closed -$240K 254
2023
Q3
$240K Hold
2,650
0.01% 215
2023
Q2
$215K Hold
2,650
0.01% 227
2023
Q1
$219K Hold
2,650
0.01% 228
2022
Q4
$232K Buy
+2,650
New +$232K 0.01% 224