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

PRW Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.68M	Buy
2023 Q2	$4.95M	Buy
2023 Q1	$987K	Sell
2022 Q4	$9.89M	Buy
2022 Q3	$5.7M	Sell
2022 Q2	$5.8M	Buy
2022 Q1	$1.51M	Buy
2021 Q4	$264K	Buy
2021 Q3	$210K	Buy