Partnership Wealth Management’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	$1.33M	Sell	15,705 -5	-0%	-$424	1.08%	23
2025 Q1	$1.47M	Buy	15,710 +270	+2%	+$25.2K	1.25%	20
2024 Q4	$1.32M	Buy	+15,440	New	+$1.32M	1.1%	22