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Essential Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

Essential Planning’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
Q1 		– Sell
-2,210
Closed -$201K – 305
2024
Q4 		$201K Buy
+2,210
New +$201K ﹤0.01% 307