Elevate Capital Advisors’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	$1.18M	Sell	13,877 -3,785	-21%	-$321K	0.94%	51
2025 Q1	$1.65M	Sell	17,662 -22,903	-56%	-$2.14M	1.53%	30
2024 Q4	$3.47M	Buy	+40,565	New	+$3.47M	3.06%	8