McAlister Sweet & Associates’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
2023
Q2
Sell
-4,492
Closed -$372K 40
2023
Q1
$372K Sell
4,492
-2,600
-37% -$215K 0.41% 18
2022
Q4
$620K Sell
7,092
-38,993
-85% -$3.41M 0.92% 16
2022
Q3
$3.32M Buy
+46,085
New +$3.32M 3.55% 7