Horizon Family Wealth’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 Q4	–	Sell	-4,283	Closed	-$387K	–	73
2023 Q3	$387K	Sell	4,283 -180	-4%	-$16.3K	0.38%	35
2023 Q2	$362K	Buy	4,463 +40	+0.9%	+$3.25K	0.35%	39
2023 Q1	$366K	Buy	4,423 +43	+1%	+$3.56K	0.39%	37
2022 Q4	$383K	Buy	+4,380	New	+$383K	0.44%	37