CRI

Commonwealth Retirement Investments’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,887	Closed	-$2.05M	–	105
2024 Q4	$2.05M	Buy	+23,887	New	+$2.05M	0.84%	39
2024 Q1	–	Sell	-18,873	Closed	-$1.58M	–	89
2023 Q4	$1.58M	Buy	+18,873	New	+$1.58M	0.84%	35