Oldfather Financial Services’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
2022
Q2
Sell
-11,308
Closed -$872K 65
2022
Q1
$872K Sell
11,308
-10,250
-48% -$790K 0.47% 30
2021
Q4
$1.48M Buy
21,558
+9,306
+76% +$638K 0.78% 24
2021
Q3
$705K Buy
+12,252
New +$705K 0.36% 35