Precedent Wealth Partners’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	–	Sell	-24,953	Closed	-$2.27M	–	149
2024 Q2	$2.27M	Buy	+24,953	New	+$2.27M	0.92%	29