Synergy Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,724	Closed	-$151K	–	874
2024 Q4	$151K	Buy	+1,724	New	+$151K	0.01%	207
2023 Q4	–	Sell	-23,992	Closed	-$2.17M	–	177
2023 Q3	$2.17M	Buy	+23,992	New	+$2.17M	0.43%	56