TFO Wealth Partners’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
Q4
Sell
-153
Closed -$11K 947
2022
Q3
$11K Buy
+153
New +$11K ﹤0.01% 87
2021
Q3
Sell
-30
Closed -$2K 190
2021
Q2
$2K Buy
+30
New +$2K ﹤0.01% 105