IAM Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

IAM Advisory’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$276K	Buy
2023 Q2	–	Sell
2023 Q1	$217K	Sell
2022 Q4	$345K	Buy
2022 Q3	$264K	Sell
2022 Q2	$321K	Buy