Northeast Planning Associates NH’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	–	Sell	-113,509	Closed	-$10.6M	–	51
2025 Q1	$10.6M	Buy	113,509 +286	+0.3%	+$26.7K	8.81%	5
2024 Q4	$9.7M	Buy	+113,223	New	+$9.7M	10.04%	5