Vahanian & Associates Financial Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$495K	Sell
2023 Q3	$545K	Sell
2023 Q2	$1.25M	Sell
2023 Q1	$1.46M	Buy
2022 Q4	$1.52M	Sell
2022 Q3	$2.58M	Buy
2022 Q2	$2.09M	Buy
2022 Q1	–	Sell
2021 Q4	$418K	Buy