TritonPoint Wealth’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
2026 Q1	$1.03M	Sell	16,851 -3,259	-16%	-$175K	0.11%	122
2025 Q4	$899K	Sell	20,110 -1,074	-5%	-$47.8K	0.09%	131
2025 Q3	$946K	Buy	21,184 +378	+2%	+$16.5K	0.08%	157
2025 Q2	$882K	Sell	20,806 -23,792	-53%	-$991K	0.08%	166
2025 Q1	$2.08M	Sell	44,598 -36,136	-45%	-$1.63M	0.2%	111
2024 Q4	$3.46M	Sell	80,734 -2,688	-3%	-$122K	0.31%	81
2024 Q3	$3.64M	Sell	83,422 -7,502	-8%	-$335K	0.33%	82
2024 Q2	$4.14M	Buy	90,924 +18,520	+26%	+$863K	0.4%	68
2024 Q1	$2.79M	Buy	72,404 +5,794	+9%	+$249K	0.29%	82
2023 Q4	$2.79M	Buy	+66,610	New	+$2.85M	0.27%	88