Voisard Asset Management Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-425
Closed -$37.3K 690
2024
Q3
$37.3K Hold
425
0.02% 217
2024
Q2
$38.7K Hold
425
0.02% 178
2024
Q1
$40.1K Hold
425
0.02% 151
2023
Q4
$35.6K Buy
+425
New +$35.6K 0.02% 166