Sanctuary Wealth Management’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
Q4
$2.14K Hold
25
﹤0.01% 232
2024
Q3
$2.2K Hold
25
﹤0.01% 231
2024
Q2
$2.28K Hold
25
﹤0.01% 209
2024
Q1
$2.36K Hold
25
﹤0.01% 195
2023
Q4
$2.1K Hold
25
﹤0.01% 209
2023
Q3
$2.26K Sell
25
-975
-98% -$88.1K ﹤0.01% 194
2023
Q2
$81.2K Buy
+1,000
New +$81.2K 0.09% 60
2022
Q4
$87.5K Buy
+1,000
New +$87.5K 0.1% 52