JWM

JPL Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,394	Closed	-$291K	–	123
2024 Q4	$291K	Buy	+3,394	New	+$291K	0.08%	110
2024 Q2	$280K	Sell	3,073 -351	-10%	-$32K	0.14%	89
2024 Q1	$323K	Buy	+3,424	New	+$323K	0.18%	91