Morton Capital 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
2024 Q3	–	Sell	-2,220	Closed	-$202K	–	117
2024 Q2	$202K	Buy	+2,220	New	+$202K	0.05%	95