EisnerAmper Wealth Management Corporate Benefits’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
Q3
Sell
-4,181
Closed -$339K 61
2023
Q2
$339K Buy
+4,181
New +$339K 0.16% 43
2022
Q4
Sell
-2,805
Closed -$202K 53
2022
Q3
$202K Buy
+2,805
New +$202K 0.12% 41