Wambolt & Associates’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
2023
Q4
Sell
-2,822
Closed -$250K 252
2023
Q3
$250K Buy
+2,822
New +$250K 0.09% 211