Eaton Financial Holdings’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	$1.34M	Sell	15,797 -34,252	-68%	-$2.9M	0.41%	44
2025 Q1	$4.68M	Sell	50,049 -1,252	-2%	-$117K	1.94%	18
2024 Q4	$4.39M	Buy	51,301 +636	+1%	+$54.5K	1.69%	17
2024 Q3	$4.45M	Buy	+50,665	New	+$4.45M	1.81%	16
2024 Q1	$3.42M	Buy	+36,191	New	+$3.42M	1.77%	16