Martel Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Martel Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Buy
2023 Q3	–	Sell
2023 Q2	$204K	Hold
2023 Q1	$208K	Hold
2022 Q4	$219K	Buy