SVWA
XLE icon

Sound View Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Sound View Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$203K Sell
3,075
-885
-22% -$58.4K 0.06% 242
2018
Q4 		$227K Buy
+3,960
New +$227K 0.08% 210