Beacon Bridge Wealth Partners’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
2024 Q4	–	Sell	-9,812	Closed	-$861K	–	94
2024 Q3	$861K	Buy	9,812 +1,373	+16%	+$121K	0.37%	48
2024 Q2	$769K	Buy	8,439 +1,271	+18%	+$116K	0.35%	52
2024 Q1	$677K	Buy	7,168 +2,120	+42%	+$200K	0.32%	53
2023 Q4	$423K	Buy	+5,048	New	+$423K	0.21%	62