OWM
XLE icon

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

Orgel Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,805
Closed -$290K – 26
2015
Q4 		$290K Buy
+4,805
New +$290K 0.25% 14