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Verum Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Verum Partners’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,696
Closed -$389K – 108
2023
Q1 		$389K Hold
4,696
– – 0.42% 43
2022
Q4 		$411K Buy
+4,696
New +$411K 0.5% 45