Lifestyle Asset Management’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	-3,422	Closed	-$320K	–	148
2025 Q1	$320K	Buy	+3,422	New	+$320K	0.18%	74
2023 Q1	–	Sell	-12,559	Closed	-$1.1M	–	87
2022 Q4	$1.1M	Buy	+12,559	New	+$1.1M	0.88%	19