Whalerock Point Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$208K Buy
2023
Q1
$206K Buy
2022
Q4
$217K Buy
2017
Q1
Sell
2016
Q4
$312K Sell
2016
Q3
$296K Buy
2016
Q1
$213K Buy