Partners Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Partners Wealth Management’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	$865K	Sell
2025 Q2	$971K	Hold
2025 Q1	$965K	Buy
2024 Q4	$849K	Buy