Pacific Sun Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History

Pacific Sun Financial’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$585K	Buy
2025 Q2	$502K	Buy
2025 Q1	$479K	Buy
2024 Q4	$312K	Buy
2018 Q1	–	Sell
2017 Q4	$204K	Buy