Beese Fulmer Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Beese Fulmer Investment Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$441K	Sell
2025 Q1	$674K	Buy
2020 Q3	–	Sell
2020 Q2	$40K	Buy