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

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