Keystone Wealth Services’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	–	Sell	-2,871	Closed	-$268K	–	293
2025 Q1	$268K	Sell	2,871 -4,464	-61%	-$417K	0.07%	223
2024 Q4	$628K	Buy	7,335 +1,407	+24%	+$121K	0.17%	124
2024 Q3	$520K	Buy	+5,928	New	+$520K	0.14%	140