Norris Financial Group, LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.45M Sell
2022
Q4
$8.17M Buy
2022
Q3
$6.7M Sell
2022
Q2
$8.22M Sell
2022
Q1
$10.7M Buy
2021
Q4
$3.86M Sell
2021
Q3
$4.16M Sell
2021
Q2
$4.86M Sell
2021
Q1
$4.54M Buy