Holistic Financial Partners’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
2018
Q2
Sell
-117
Closed -$8K 379
2018
Q1
$8K Buy
117
+1
+0.9% +$68 0.01% 342
2017
Q4
$8K Buy
+116
New +$8K 0.01% 351