Novak Financial Planning’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
2021
Q2
$368K Sell
6,827
-208
-3% -$11.2K 0.18% 96
2021
Q1
$345K Sell
7,035
-76
-1% -$3.73K 0.19% 92
2020
Q4
$270K Buy
+7,111
New +$270K 0.16% 99