Boston Standard Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Boston Standard Wealth 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 Q3	$202K	Buy
2025 Q2	–	Sell
2025 Q1	$206K	Buy
2024 Q3	–	Sell
2024 Q2	$206K	Hold
2024 Q1	$213K	Hold
2023 Q4	$204K	Hold
2023 Q3	$204K	Buy