NWM
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Napa Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Napa Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
3,023
-3,946
-57% -$335K 0.12% 121
2025
Q1 		$651K Buy
+6,969
New +$651K 0.37% 75