Fortis Capital 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
Q2
Sell
-548
Closed -$45.4K 626
2023
Q1
$45.4K Sell
548
-1,940
-78% -$161K 0.02% 296
2022
Q4
$218K Buy
+2,488
New +$218K 0.13% 110