KKM Financial’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
2024 Q3	–	Sell	-2,200	Closed	-$201K	–	157
2024 Q2	$201K	Hold	2,200	–	–	0.1%	145
2024 Q1	$208K	Sell	2,200 -966	-31%	-$91.2K	0.1%	143
2023 Q4	$265K	Buy	+3,166	New	+$265K	0.17%	109