Moller Wealth Partners’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
2024
Q3
Sell
-3,477
Closed -$317K 69
2024
Q2
$317K Buy
+3,477
New +$317K 0.08% 51