Elk River Wealth Management’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
2021 Q4	–	Sell	-4,188	Closed	-$218K	–	131
2021 Q3	$218K	Hold	4,188	–	–	0.06%	110
2021 Q2	$226K	Sell	4,188 -300	-7%	-$16.2K	0.06%	114
2021 Q1	$220K	Sell	4,488 -3,442	-43%	-$169K	0.06%	115
2020 Q4	$301K	Buy	+7,930	New	+$301K	0.1%	95