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Bernardo Wealth Planning’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bernardo Wealth Planning’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,261
Closed -$220K – 163
2020
Q4 		$220K Buy
+3,261
New +$220K 0.08% 156