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Surevest’s Energy Select Sector SPDR Fund XLE Stock Holding History

Surevest’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$29K Hold
405
– – 0.01% 218
2022
Q2 		$29K Hold
405
– – 0.01% 237
2022
Q1 		$31K Hold
405
– – 0.01% 210
2021
Q4 		$22K Buy
+405
New +$22K 0.01% 242