Marshall Investment 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	-1,621	Closed	-$151K	–	239
2025 Q1	$151K	Sell	1,621 -261	-14%	-$24.4K	0.09%	81
2024 Q4	$165K	Buy	+1,882	New	+$165K	0.1%	72