Medallion Wealth Advisors, LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$697K	Buy
2025 Q4	$381K	Buy
2025 Q3	$330K	Sell
2025 Q2	$346K	Sell
2025 Q1	$424K	Buy
2024 Q4	$314K	Buy