Marshall & Sterling Wealth Advisors’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
2025
Q2
$1.19K Hold
14
﹤0.01% 574
2025
Q1
$1.31K Hold
14
﹤0.01% 563
2024
Q4
$1.2K Buy
+14
New +$1.2K ﹤0.01% 328