MD Financial Management’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
2021
Q4
$11.7M Sell
210,339
-351,237
-63% -$19.5M 0.28% 51
2021
Q3
$29.3M Buy
561,576
+161,678
+40% +$8.42M 0.74% 41
2021
Q2
$21.5M Buy
+399,898
New +$21.5M 0.62% 41