Comprehensive Financial Planning’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	$170K	Sell	2,002 -369	-16%	-$31.3K	0.13%	104
2025 Q1	$222K	Sell	2,371 -163	-6%	-$15.2K	0.22%	77
2024 Q4	$217K	Buy	+2,534	New	+$217K	0.18%	82