JTC Employer Solutions Trustee’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
Q3
Sell
-1,287
Closed -$104K 370
2023
Q2
$104K Hold
1,287
0.01% 190
2023
Q1
$107K Hold
1,287
0.01% 191
2022
Q4
$113K Hold
1,287
0.01% 186
2022
Q3
$93K Buy
+1,287
New +$93K 0.02% 170