WealthGarden F.S.’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	$309K	Buy	+3,547	New	+$309K	0.26%	100
2025 Q1	–	Sell	-4,717	Closed	-$404K	–	134
2024 Q4	$404K	Sell	4,717 -100	-2%	-$8.57K	0.38%	81
2024 Q3	$423K	Buy	4,817 +829	+21%	+$72.8K	0.41%	74
2024 Q2	$363K	Buy	+3,988	New	+$363K	0.38%	80