Strategic Asset 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
$106K Sell
8
-5,711
-100% -$75.7M 0.18% 85
2022
Q2
$409K Sell
5,719
-19
-0.3% -$1.36K 0.66% 31
2022
Q1
$439K Sell
5,738
-1,844
-24% -$141K 0.62% 31
2021
Q4
$421K Buy
7,582
+1,155
+18% +$64.1K 0.59% 33
2021
Q3
$353K Buy
+6,427
New +$353K 0.5% 38