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

Diversify Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
2,602
+168
+7% +$14.2K 0.01% 504
2025
Q1 		$201K Buy
+2,434
New +$201K 0.02% 495