Transparent 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
2023
Q1
$1.77M Buy
21,424
+598
+3% +$49.5K 1.3% 11
2022
Q4
$1.82M Buy
20,826
+1,321
+7% +$116K 1.43% 11
2022
Q3
$1.41M Buy
19,505
+679
+4% +$48.9K 1.18% 13
2022
Q2
$1.35M Buy
+18,826
New +$1.35M 1.19% 11