Capasso Planning Partners’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
2024 Q3	–	Sell	-3,896	Closed	-$355K	–	155
2024 Q2	$355K	Buy	+3,896	New	+$355K	0.12%	103
2022 Q2	–	Sell	-3,000	Closed	-$229K	–	101
2022 Q1	$229K	Sell	3,000 -1,500	-33%	-$115K	0.16%	77
2021 Q4	$250K	Buy	+4,500	New	+$250K	0.18%	71