MWA
XLE icon

Martel Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Martel Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,508
Closed -$204K – 54
2023
Q2 		$204K Hold
2,508
– – 0.05% 53
2023
Q1 		$208K Hold
2,508
– – 0.05% 48
2022
Q4 		$219K Buy
+2,508
New +$219K 0.06% 46