Principia Wealth Advisory’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
$124K Buy
1,458
+1,448
+14,480% +$123K 0.1% 81
2025
Q1
$824 Buy
+10
New +$824 ﹤0.01% 438
2024
Q4
Hold
0
770