Chase Investment Counsel’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	$467K	Buy	+5,513	New	+$467K	0.15%	98
2020 Q1	–	Sell	-4,290	Closed	-$257K	–	118
2019 Q4	$257K	Buy	+4,290	New	+$257K	0.13%	103