Rollins Financial 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
2024
Q3
Sell
-2,372
Closed -$216K 145
2024
Q2
$216K Sell
2,372
-100
-4% -$9.12K 0.04% 117
2024
Q1
$233K Buy
+2,472
New +$233K 0.04% 105