Peninsula Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$207K Hold
2024
Q2
$208K Sell
2024
Q1
$219K Buy
2023
Q4
Sell
2023
Q3
$205K Buy