Scholtz & Company’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
Q1
Sell
-4,600
Closed -$386K 69
2023
Q4
$386K Buy
+4,600
New +$386K 0.19% 52
2022
Q4
Sell
-15,925
Closed -$1.48M 52
2022
Q3
$1.48M Buy
+15,925
New +$1.48M 1.06% 26