Moss Adams Wealth Advisors’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 Q4	–	Sell	-1,264	Closed	-$114K	–	180
2023 Q3	$114K	Hold	1,264	–	–	0.04%	102
2023 Q2	$103K	Sell	1,264 -7	-0.6%	-$568	0.03%	98
2023 Q1	$105K	Buy	1,271 +7	+0.6%	+$580	0.04%	97
2022 Q4	$111K	Buy	+1,264	New	+$111K	0.06%	110