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Phoenix Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Phoenix Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-710
Closed -$37K – 359
2021
Q3 		$37K Hold
710
– – 0.03% 212
2021
Q2 		$38K Hold
710
– – 0.03% 207
2021
Q1 		$36K Hold
710
– – 0.03% 210
2020
Q4 		$27K Buy
+710
New +$27K 0.02% 236