Long Island Wealth Management’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
Q1
Sell
-1,512
Closed -$127K 420
2023
Q4
$127K Buy
+1,512
New +$127K 0.09% 87