Sweet Financial 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
2024 Q3	$3.21M	Sell	73,158 -894	-1%	-$40K	0.7%	27
2024 Q2	$3.37M	Sell	74,052 -326	-0.4%	-$15.2K	0.77%	22
2024 Q1	$3.51M	Buy	74,378 +610	+0.8%	+$26.2K	0.81%	20
2023 Q4	$3.09M	Buy	73,768 +34	+0%	+$1.45K	0.74%	22
2023 Q3	$3.33M	Buy	73,734 +28	+0%	+$1.23K	0.88%	18
2023 Q2	$2.99M	Sell	73,706 -2,440	-3%	-$99.4K	0.79%	18
2023 Q1	$3.15M	Sell	76,146 -676	-0.9%	-$28.9K	0.87%	18
2022 Q4	$3.36M	Sell	76,822 -6,882	-8%	-$300K	0.99%	16
2022 Q3	$3.01M	Buy	83,704 +4,014	+5%	+$152K	0.96%	15
2022 Q2	$2.85M	Sell	79,690 -3,404	-4%	-$137K	0.89%	18
2022 Q1	$3.18M	Buy	83,094 +620	+0.8%	+$21.5K	0.85%	20
2021 Q4	$2.29M	Buy	+82,474	New	+$2.33M	0.95%	16