Physician Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77K	Sell	1,257 -89	-7%	-$4.77K	0.01%	322
2025 Q4	$60.2K	Buy	1,346 +32	+2%	+$1.43K	0.01%	351
2025 Q3	$58.7K	Buy	1,314 +490	+59%	+$21.5K	0.01%	348
2025 Q2	$34.9K	Buy	824 +98	+13%	+$4.08K	0.01%	404
2025 Q1	$33.9K	Sell	726 -40	-5%	-$1.8K	0.01%	394
2024 Q4	$32.8K	Buy	+766	New	+$34.8K	0.01%	405
2022 Q4	–	Sell	-10,200	Closed	-$413K	–	158
2022 Q3	$413K	Sell	10,200 -922	-8%	-$34.9K	0.13%	84
2022 Q2	$427K	Sell	11,122 -76,078	-87%	-$3.05M	0.12%	85
2022 Q1	$3.56M	Sell	87,200 -16,992	-16%	-$589K	0.95%	24
2021 Q4	$3.2M	Buy	104,192 +450	+0.4%	+$12.7K	0.84%	25
2021 Q3	$2.97M	Sell	103,742 -6,244	-6%	-$155K	0.82%	27
2021 Q2	$2.68M	Buy	109,986 +43,030	+64%	+$1.12M	0.77%	28
2021 Q1	$1.64M	Buy	+66,956	New	+$1.54M	0.53%	37