Engrave Wealth Partners’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 Q2	–	Sell	-2,602	Closed	-$220K	–	74
2023 Q1	$220K	Sell	2,602 -9,863	-79%	-$835K	0.07%	65
2022 Q4	$1.1M	Buy	+12,465	New	+$1.1M	0.38%	25
2020 Q2	–	Sell	-91	Closed	-$2K	–	509
2020 Q1	$2K	Buy	+91	New	+$2K	﹤0.01%	369