WMG Financial Advisors’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	$1.37M	Buy	16,129 +12,550	+351%	+$1.06M	0.51%	39
2025 Q1	$334K	Sell	3,579 -6,825	-66%	-$638K	0.14%	101
2024 Q4	$891K	Buy	10,404 +6,261	+151%	+$536K	0.38%	45
2024 Q3	$364K	Buy	4,143 +358	+9%	+$31.4K	0.16%	89
2024 Q2	$345K	Buy	+3,785	New	+$345K	0.18%	83