Beese Fulmer 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	$441K	Sell	5,201 -2,007	-28%	-$170K	0.03%	196
2025 Q1	$674K	Buy	+7,208	New	+$674K	0.06%	138
2020 Q3	–	Sell	-1,050	Closed	-$40K	–	561
2020 Q2	$40K	Buy	+1,050	New	+$40K	0.01%	344