Coordinated Financial Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

Coordinated Financial Services’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	$277K	Sell
2025 Q2	$416K	Buy
2025 Q1	$457K	Buy
2024 Q4	$357K	Buy
2024 Q2	$449K	Sell
2024 Q1	$538K	Buy