Bennett Associates Wealth 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	$1.5M	Sell	17,644 -1,829	-9%	-$155K	1.15%	20
2025 Q1	$1.82M	Buy	19,473 +231	+1%	+$21.6K	1.5%	18
2024 Q4	$1.65M	Buy	19,242 +680	+4%	+$58.2K	1.37%	19
2024 Q3	$1.63M	Buy	+18,562	New	+$1.63M	1.33%	18