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Vericrest Private Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Vericrest Private Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$660K Hold
9,224
– – 0.81% 28
2022
Q1 		$705K Hold
9,224
– – 0.73% 30
2021
Q4 		$512K Buy
+9,224
New +$512K 0.47% 33