CWM
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Catalyst Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Catalyst Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.98M Sell
2022
Q4 		$2.18M Buy