Fortitude Advisory Group’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
Q2
Sell
-2,892
Closed -$230K 223
2025
Q1
$230K Buy
+2,892
New +$230K 0.17% 152
2022
Q2
Sell
-1,000
Closed -$76K 1318
2022
Q1
$76K Sell
1,000
-65
-6% -$4.94K 0.04% 401
2021
Q4
$58K Buy
+1,065
New +$58K 0.03% 496