Heirloom Wealth Management’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 Q1	–	Sell	-29,818	Closed	-$2.61M	–	57
2022 Q4	$2.61M	Buy	+29,818	New	+$2.61M	1.62%	20