MWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,460	Closed	-$1.45M	–	428
2023 Q1	$1.45M	Buy	17,460 +42	+0.2%	+$3.48K	0.05%	239
2022 Q4	$1.52M	Buy	+17,418	New	+$1.52M	0.06%	230