West Financial Advisors’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	-20,317	Closed	-$1.84M	–	210
2023 Q3	$1.84M	Buy	+20,317	New	+$1.84M	0.46%	24
2023 Q1	–	Sell	-18,512	Closed	-$1.62M	–	175
2022 Q4	$1.62M	Sell	18,512 -3,598	-16%	-$315K	0.45%	25
2022 Q3	$1.59M	Buy	+22,110	New	+$1.59M	0.48%	23