Pasadena Private Wealth’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
Q3
Sell
-3,781
Closed -$307K 117
2023
Q2
$307K Buy
+3,781
New +$307K 0.09% 79