Provenance Wealth Advisors’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
2025
Q2
$14.8K Sell
175
-25
-13% -$2.12K ﹤0.01% 294
2025
Q1
$18.7K Buy
+200
New +$18.7K ﹤0.01% 281