Planning Capital Management Corporation’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
2024 Q3	$129K	Buy	1,466 +614	+72%	+$53.9K	0.09%	115
2024 Q2	$77.7K	Sell	852 -78	-8%	-$7.11K	0.05%	158
2024 Q1	$87.8K	Sell	930 -560	-38%	-$52.9K	0.06%	139
2023 Q4	$125K	Buy	+1,490	New	+$125K	0.1%	113