Mascagni Wealth 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
$446K Sell
5,263
-364
-6% -$30.9K 0.38% 67
2025
Q1
$526K Hold
5,627
0.52% 59
2024
Q4
$526K Buy
+5,627
New +$526K 0.52% 59