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

Navigation Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-102
Closed -$5K – 76
2021
Q4 		$5K Hold
102
– – ﹤0.01% 42
2021
Q3 		$6K Hold
102
– – 0.04% 47
2021
Q2 		$5K Buy
+102
New +$5K ﹤0.01% 46