San Luis 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
2022
Q3
Sell
-3,588
Closed -$257K 85
2022
Q2
$257K Buy
3,588
+3,011
+522% +$216K 0.3% 51
2022
Q1
$32K Buy
+577
New +$32K 0.02% 272