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

Mattern Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,525
Closed -$324K – 163
2022
Q2 		$324K Sell
4,525
-275
-6% -$19.7K 0.13% 115
2022
Q1 		$367K Buy
+4,800
New +$367K 0.12% 110