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Aletheian Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Aletheian Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,006
Closed -$613K – 86
2022
Q4 		$613K Buy
+7,006
New +$613K 0.53% 39