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Accordant Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Accordant Advisory Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,210
Closed -$775K – 228
2024
Q1 		$775K Buy
+8,210
New +$775K 0.58% 46