IWP

Insight Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,432	Closed	-$214K	–	102
2024 Q3	$214K	Sell	2,432 -129	-5%	-$11.3K	0.04%	89
2024 Q2	$233K	Buy	2,561 +276	+12%	+$25.2K	0.04%	83
2024 Q1	$216K	Buy	+2,285	New	+$216K	0.04%	80