Merkkuri Wealth Advisors’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	$1.59M	Buy	18,732 +1,444	+8%	+$122K	1.21%	29
2025 Q1	$1.62M	Sell	17,288 -1,855	-10%	-$173K	1.38%	23
2024 Q4	$1.64M	Sell	19,143 -196	-1%	-$16.8K	1.3%	25
2024 Q3	$1.7M	Buy	19,339 +2,199	+13%	+$193K	1.34%	23
2024 Q2	$1.56M	Buy	+17,140	New	+$1.56M	1.44%	20