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Harmony Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Harmony Asset Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,977
Closed -$363K – 166
2024
Q2 		$363K Buy
3,977
+1,004
+34% +$91.5K 0.15% 110
2024
Q1 		$281K Sell
2,973
-1,242
-29% -$117K 0.12% 126
2023
Q4 		$353K Buy
+4,215
New +$353K 0.15% 98