Clear Point Advisors’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 Q4	–	Sell	-470	Closed	-$41.3K	–	539
2024 Q3	$41.3K	Buy	470 +4	+0.9%	+$351	0.03%	215
2024 Q2	$42.5K	Buy	466 +3	+0.6%	+$274	0.03%	207
2024 Q1	$43.7K	Buy	463 +4	+0.9%	+$377	0.04%	211
2023 Q4	$38.5K	Buy	+459	New	+$38.5K	0.03%	208