Park Square Financial Group’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
$136K Sell
1,600
-550
-26% -$46.6K 0.1% 158
2025
Q1
$201K Hold
2,150
0.16% 82
2024
Q4
$184K Buy
+2,150
New +$184K 0.13% 102