TFA
XLE icon

Trinity Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Trinity Financial Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,273
Closed -$339K – 66
2021
Q3 		$339K Sell
2,273
-7,117
-76% -$1.06M 0.23% 35
2021
Q2 		$506K Buy
+9,390
New +$506K 0.35% 22