West Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.84M Buy
2023
Q1
Sell
2022
Q4
$1.62M Sell
2022
Q3
$1.59M Buy