Appleton Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$245K	Buy	+2,710	New	+$245K	0.86%	26
2022 Q2	–	Sell	-4,325	Closed	-$331K	–	44
2022 Q1	$331K	Buy	+4,325	New	+$331K	0.46%	29
2021 Q4	–	Sell	-5,453	Closed	-$284K	–	59
2021 Q3	$284K	Buy	5,453 +351	+7%	+$18.3K	0.24%	39
2021 Q2	$275K	Sell	5,102 -2,448	-32%	-$132K	0.21%	49
2021 Q1	$370K	Hold	7,550	–	–	0.48%	24
2020 Q4	$286K	Buy	+7,550	New	+$286K	0.28%	24
2020 Q3	–	Sell	-8,419	Closed	-$319K	–	34
2020 Q2	$319K	Buy	+8,419	New	+$319K	0.38%	24
2020 Q1	–	Sell	-6,647	Closed	-$399K	–	29
2019 Q4	$399K	Buy	+6,647	New	+$399K	0.51%	23
2019 Q2	–	Sell	-7,525	Closed	-$498K	–	32
2019 Q1	$498K	Buy	+7,525	New	+$498K	0.48%	23
2018 Q3	–	Sell	-10,906	Closed	-$828K	–	32
2018 Q2	$828K	Buy	+10,906	New	+$828K	1.09%	15
2018 Q1	–	Sell	-13,255	Closed	-$958K	–	38
2017 Q4	$958K	Buy	+13,255	New	+$958K	0.95%	17
2017 Q1	–	Sell	-5,104	Closed	-$384K	–	36
2016 Q4	$384K	Buy	5,104 +606	+13%	+$45.6K	0.51%	18
2016 Q3	$318K	Buy	4,498 +715	+19%	+$50.5K	0.38%	23
2016 Q2	$258K	Buy	+3,783	New	+$258K	0.43%	18
2014 Q3	–	Sell	-2,375	Closed	-$238K	–	30
2014 Q2	$238K	Buy	2,375 +30	+1%	+$3.01K	0.26%	19
2014 Q1	$209K	Buy	+2,345	New	+$209K	0.26%	25