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DF Dent & Co’s Utilities Select Sector SPDR Fund XLU Stock Holding History

DF Dent & Co’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,950
Closed -$250K – 274
2023
Q4 		$250K Buy
+3,950
New +$250K ﹤0.01% 230