RE Dickinson Investment 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
2024 Q4	$137K	Hold	320	–	–	0.01%	155
2024 Q3	$14K	Hold	320	–	–	0.01%	151
2024 Q2	$14.6K	Hold	320	–	–	0.01%	145
2024 Q1	$15K	Hold	320	–	–	0.01%	143
2023 Q4	$13K	Hold	320	–	–	0.01%	152
2023 Q3	$14K	Hold	320	–	–	0.01%	158
2023 Q2	$13K	Hold	320	–	–	﹤0.01%	246
2023 Q1	$13K	Hold	320	–	–	﹤0.01%	253
2022 Q4	$14K	Hold	320	–	–	0.01%	236
2022 Q3	$12K	Sell	320 -46	-13%	-$1.74K	0.01%	143
2022 Q2	$13	Sell	366 -424	-54%	-$17K	﹤0.01%	153
2022 Q1	$30K	Buy	790 +470	+147%	+$16.3K	0.02%	117
2021 Q4	$9K	Buy	+320	New	+$9.04K	0.01%	187