Platform Technology Partners’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	$1.68M	Buy	27,438 +5,001	+22%	+$268K	0.32%	76
2025 Q4	$1M	Buy	22,437 +861	+4%	+$38.3K	0.21%	104
2025 Q3	$964K	Sell	21,576 -372	-2%	-$16.3K	0.23%	103
2025 Q2	$931K	Buy	21,948 +858	+4%	+$35.7K	0.24%	100
2025 Q1	$985K	Buy	21,090 +250	+1%	+$11.3K	0.29%	90
2024 Q4	$893K	Buy	20,840 +5,956	+40%	+$271K	0.27%	88
2024 Q3	$653K	Sell	14,884 -386	-3%	-$17.3K	0.21%	104
2024 Q2	$696K	Buy	+15,270	New	+$711K	0.24%	89
2023 Q4	$360K	Sell	8,550 -796	-9%	-$34K	0.14%	140
2023 Q3	$422K	Sell	9,346 -164	-2%	-$7.18K	0.2%	113
2023 Q2	$396K	Sell	9,510 -1,564	-14%	-$63.7K	0.19%	119
2023 Q1	$459K	Sell	11,074 -6,148	-36%	-$263K	0.23%	104
2022 Q4	$753K	Sell	17,222 -2,496	-13%	-$109K	0.39%	73
2022 Q3	$710K	Buy	19,718 +1,962	+11%	+$74.2K	0.4%	68
2022 Q2	$635K	Sell	17,756 -1,556	-8%	-$62.4K	0.35%	79
2022 Q1	$738K	Buy	19,312 +5,208	+37%	+$180K	0.35%	75
2021 Q4	$391K	Buy	+14,104	New	+$399K	0.17%	136
2021 Q3	–	Sell	-8,752	Closed	-$236K	–	270
2021 Q2	$236K	Buy	+8,752	New	+$228K	0.1%	211