NFP Retirement Inc’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	$646K	Buy	7,622 +63	+0.8%	+$5.34K	0.04%	170
2025 Q1	$706K	Buy	7,559 +1,536	+26%	+$144K	0.06%	148
2024 Q4	$516K	Buy	+6,023	New	+$516K	0.04%	182
2022 Q3	–	Sell	-2,889	Closed	-$207K	–	236
2022 Q2	$207K	Buy	+2,889	New	+$207K	0.05%	217