Fourth Dimension Wealth’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	$1.2M	Buy	14,143 +287	+2%	+$24.3K	0.51%	44
2025 Q1	$1.29M	Sell	13,856 -9,515	-41%	-$889K	0.63%	40
2024 Q4	$2.02M	Buy	+23,371	New	+$2.02M	1.05%	24