Coordinated Financial Services’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	$416K	Buy	4,900 +11	+0.2%	+$933	0.29%	95
2025 Q1	$457K	Buy	4,889 +718	+17%	+$67.1K	0.35%	84
2024 Q4	$357K	Buy	+4,171	New	+$357K	0.28%	98
2024 Q2	$449K	Sell	4,921 -777	-14%	-$70.8K	0.38%	74
2024 Q1	$538K	Buy	+5,698	New	+$538K	0.47%	60