One Advisory 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
2023
Q1
Sell
-3,528
Closed -$309K 53
2022
Q4
$309K Sell
3,528
-275
-7% -$24.1K 0.2% 40
2022
Q3
$274K Buy
3,803
+443
+13% +$31.9K 0.19% 39
2022
Q2
$240K Buy
+3,360
New +$240K 0.16% 42