Bernard 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	$16.3K	Buy	193 +2	+1%	+$169	0.01%	188
2025 Q1	$17.8K	Buy	191 +1	+0.5%	+$93	0.01%	193
2024 Q4	$16.2K	Buy	+190	New	+$16.2K	0.01%	192