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Kellett Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kellett Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$2.22M Buy
2023
Q4 		$1.34M Buy
2023
Q3 		$315K Buy
2022
Q2 		– Sell
2022
Q1 		$7.6M Sell
2021
Q4 		$5.84M Buy