EnRich Financial 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
2025
Q1
Sell
-75
Closed -$6.43K 213
2024
Q4
$6.43K Hold
75
﹤0.01% 188
2024
Q3
$6.59K Hold
75
﹤0.01% 192
2024
Q2
$6.84K Sell
75
-53
-41% -$4.83K ﹤0.01% 191
2024
Q1
$12.1K Buy
+128
New +$12.1K ﹤0.01% 153