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

OneAscent Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,868
Closed -$460K – 182
2024
Q1 		$460K Sell
4,868
-4,111
-46% -$388K 0.18% 81
2023
Q4 		$753K Buy
+8,979
New +$753K 0.3% 36