Regent Peak 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
2021
Q1
Sell
-1,433
Closed -$54K 1021
2020
Q4
$54K Buy
+1,433
New +$54K 0.02% 300