LWM
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LongView Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

LongView Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,229
Closed -$203K – 198
2024
Q2 		$203K Sell
2,229
-48
-2% -$4.38K 0.08% 177
2024
Q1 		$215K Buy
+2,277
New +$215K 0.09% 166