Centerpoint Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143K	Hold	2,330	–	–	0.05%	101
2025 Q4	$104K	Hold	2,330	–	–	0.03%	120
2025 Q3	$104K	Sell	2,330 -344	-13%	-$15.1K	0.03%	120
2025 Q2	$113K	Hold	2,674	–	–	0.04%	110
2025 Q1	$125K	Hold	2,674	–	–	0.05%	109
2024 Q4	$115K	Sell	2,674 -392	-13%	-$17.8K	0.04%	115
2024 Q3	$135K	Hold	3,066	–	–	0.05%	107
2024 Q2	$140K	Sell	3,066 -320	-9%	-$14.9K	0.05%	101
2024 Q1	$160K	Buy	3,386 +1,986	+142%	+$85.3K	0.06%	97
2023 Q4	$59K	Buy	1,400 +850	+155%	+$36.3K	0.02%	143
2023 Q3	$25K	Hold	550	–	–	0.01%	206
2023 Q2	$22K	Hold	550	–	–	0.01%	234
2023 Q1	$23K	Sell	550 -276	-33%	-$11.8K	0.01%	241
2022 Q4	$36K	Buy	826 +808	+4,489%	+$35.2K	0.02%	166
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	372
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	380
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	391
2021 Q4	$0	Hold	18	–	–	﹤0.01%	472
2021 Q3	$0	Buy	+18	New	+$446	﹤0.01%	321