SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 2,778 Value ($000) $244 Avg Close — Range —
Q2 2024
Shares 2,669 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 2,824 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 2,824 Value ($000) $237 Avg Close — Range —
Q3 2023
Shares 3,197 Value ($000) $289 Avg Close — Range —
Q2 2023
Shares 2,883 Value ($000) $234 Avg Close — Range —
Q1 2023
Shares 2,786 Value ($000) $231 Avg Close — Range —
Q1 2020
Shares 11,809 Value ($000) $343 Avg Close — Range —
Q4 2019
Shares 13,314 Value ($000) $799 Avg Close — Range —
Q3 2019
Shares 26,424 Value ($000) $1,564 Avg Close — Range —
Q2 2019
Shares 40,450 Value ($000) $2,577 Avg Close — Range —