SPWM
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Spartan Planning & Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Spartan Planning & Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$19.9K Sell
237
-107
-31% -$8.97K 0.02% 164
2023
Q3 		$31.1K Buy
+344
New +$31.1K 0.04% 97