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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.98M Sell
23,953
-914
-4% -$75.7K 1.86% 7
2022
Q4 		$2.18M Buy
+24,867
New +$2.18M 2.05% 7