Cascade Financial 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
2025 Q2	–	Sell	-2,188	Closed	-$204K	–	267
2025 Q1	$204K	Buy	+2,188	New	+$204K	0.03%	237
2024 Q4	–	Sell	-2,306	Closed	-$208K	–	251
2024 Q3	$208K	Buy	+2,306	New	+$208K	0.03%	233