Pacific Sun Financial’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	$502K	Buy	5,924 +795	+16%	+$67.4K	0.26%	115
2025 Q1	$479K	Buy	5,129 +1,488	+41%	+$139K	0.27%	116
2024 Q4	$312K	Buy	+3,641	New	+$312K	0.17%	147
2018 Q1	–	Sell	-2,828	Closed	-$204K	–	210
2017 Q4	$204K	Buy	+2,828	New	+$204K	0.11%	138