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Gilliland Jeter Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-250
Closed -$22K – 645
2024
Q3 		$22K Hold
250
– – 0.01% 380
2024
Q2 		$22.8K Hold
250
– – 0.01% 373
2024
Q1 		$23.6K Buy
+250
New +$23.6K 0.01% 354