Holistic Planning’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	$2.5M	Buy	29,536 +1,500	+5%	+$127K	0.72%	26
2025 Q1	$2.62M	Buy	28,036 +577	+2%	+$53.9K	0.89%	23
2024 Q4	$2.35M	Buy	27,459 +16,792	+157%	+$1.44M	0.85%	21
2024 Q3	$937K	Buy	+10,667	New	+$937K	0.4%	56