Optivise Advisory 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
2024 Q3	–	Sell	-3,479	Closed	-$317K	–	190
2024 Q2	$317K	Buy	+3,479	New	+$317K	0.17%	123