Icon Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Icon Wealth Partners’s Portfolio XLE Stock Details XLE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$146K	Sell
2023 Q2	$137K	Buy
2023 Q1	$139K	Buy
2019 Q2	–	Sell
2019 Q1	$50K	Buy
2018 Q3	–	Sell
2018 Q2	$58K	Buy
2018 Q1	–	Sell
2017 Q4	$131K	Buy