BPWM

Black Point Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,519	Closed	-$387K	–	41
2024 Q4	$387K	Buy	4,519 +8	+0.2%	+$685	0.45%	30
2024 Q3	$396K	Buy	4,511 +8	+0.2%	+$702	0.46%	27
2024 Q2	$410K	Buy	+4,503	New	+$410K	0.43%	29