EWA
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Elevate Wealth Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

Elevate Wealth Advisory’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$214K Sell
2,525
-58
-2% -$4.92K 0.15% 72
2025
Q1 		$241K Buy
+2,583
New +$241K 0.17% 66