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Walled Lake Planning & Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-306
Closed -$16K – 351
2021
Q2 		$16K Sell
306
-15
-5% -$784 0.01% 222
2021
Q1 		$16K Buy
+321
New +$16K 0.01% 210