Grey Fox Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,122
Closed -$93K 527
2023
Q1
$93K Buy
1,122
+822
+274% +$68.1K 0.05% 145
2022
Q4
$26.2K Buy
+300
New +$26.2K 0.02% 215