Northstar Wealth Partners’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
2017
Q3
Sell
-5,355
Closed -$343K 147
2017
Q2
$343K Sell
5,355
-795
-13% -$50.9K 0.31% 95
2017
Q1
$431K Buy
+6,150
New +$431K 0.4% 78