Code Waechter’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-29,997	Closed	-$2.8M	–	138
2025 Q1	$2.8M	Buy	29,997 +881	+3%	+$82.3K	2.3%	11
2024 Q4	$2.49M	Buy	29,116 +193	+0.7%	+$16.5K	2.18%	11
2024 Q3	$2.54M	Buy	+28,923	New	+$2.54M	2.42%	9