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Twelve Points Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Twelve Points Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,422
Closed -$1.41M – 178
2022
Q1 		$1.41M Sell
18,422
-4,763
-21% -$364K 1.05% 17
2021
Q4 		$1.29M Buy
+23,185
New +$1.29M 1.04% 20