Tolleson 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
2023 Q1	–	Sell	-15,630	Closed	-$1.37M	–	77
2022 Q4	$1.37M	Sell	15,630 -7,813	-33%	-$683K	0.37%	36
2022 Q3	$1.69M	Buy	+23,443	New	+$1.69M	0.51%	25