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Concord Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Concord Wealth Partners’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-133
Closed -$9.38K – 1252
2022
Q4 		$9.38K Buy
+133
New +$9.38K ﹤0.01% 647