Comprehensive Financial Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

Comprehensive Financial Planning’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$177K	Sell
2025 Q2	$170K	Sell
2025 Q1	$222K	Sell
2024 Q4	$217K	Buy