Panoramic Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Panoramic Investment Advisors’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	$1.97M	Buy
2025 Q2	$1.87M	Buy
2025 Q1	$2.04M	Sell
2024 Q4	$1.87M	Buy
2024 Q3	$1.82M	Buy
2024 Q1	$1.77M	Buy
2023 Q4	$1.49M	Buy
2023 Q3	$1.51M	Buy
2022 Q4	$1.35M	Buy