Advanced Asset Management 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
2026 Q1	$3.06K	Hold	50	–	–	﹤0.01%	76
2025 Q4	$2.24K	Hold	50	–	–	﹤0.01%	78
2025 Q3	$2.23K	Sell	50 -20	-29%	-$876	﹤0.01%	83
2025 Q2	$2.97K	Buy	70 +10	+17%	+$416	﹤0.01%	83
2025 Q1	$2.8K	Hold	60	–	–	﹤0.01%	82
2024 Q4	$2.57K	Buy	60 +20	+50%	+$909	﹤0.01%	82
2024 Q3	$1.82K	Hold	40	–	–	﹤0.01%	84
2024 Q2	$1.82K	Hold	40	–	–	﹤0.01%	85
2024 Q1	$1.89K	Buy	40 +10	+33%	+$430	﹤0.01%	91
2023 Q4	$1.26K	Buy	+30	New	+$1.28K	﹤0.01%	93
2022 Q3	–	Sell	-198	Closed	-$7K	–	92
2022 Q2	$7K	Hold	198	–	–	﹤0.01%	85
2022 Q1	$8K	Buy	+198	New	+$6.86K	﹤0.01%	83