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Naples Money Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Naples Money Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$230K Sell
2,615
-41
-2% -$3.6K 0.19% 47
2024
Q2 		$242K Buy
2,656
+180
+7% +$16.4K 0.21% 45
2024
Q1 		$234K Sell
2,476
-400
-14% -$37.8K 0.23% 47
2023
Q4 		$241K Buy
+2,876
New +$241K 0.23% 47