Southern 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
2022
Q3
Sell
-4,840
Closed -$346K 61
2022
Q2
$346K Sell
4,840
-700
-13% -$50K 0.13% 50
2022
Q1
$423K Buy
+5,540
New +$423K 0.14% 49