Impact Partnership 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
2024
Q2
Sell
-589
Closed -$55.6K 716
2024
Q1
$55.6K Hold
589
0.02% 305
2023
Q4
$49.4K Sell
589
-568
-49% -$47.6K 0.02% 328
2023
Q3
$105K Buy
1,157
+668
+137% +$60.4K 0.03% 311
2023
Q2
$39.7K Buy
+489
New +$39.7K 0.01% 275