CWM
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Curi Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Curi Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-187
Closed -$14K – 672
2021
Q4 		$14K Buy
+187
New +$14K ﹤0.01% 287