SW
XLE icon

SkyOak Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-122,476
Closed -$6.6M 253
2021
Q2
$6.6M Buy
122,476
+523
+0.4% +$28.2K 1.77% 11
2021
Q1
$6.11M Buy
+121,953
New +$6.11M 1.7% 11