Advyzon Investment Management’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
2025 Q2	$2.02M	Buy	23,849 +9,357	+65%	+$794K	0.45%	48
2025 Q1	$1.35M	Sell	14,492 -37	-0.3%	-$3.46K	0.48%	38
2024 Q4	$1.24M	Buy	+14,529	New	+$1.24M	0.48%	34