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Dougherty Wealth Advisers’s Energy Select Sector SPDR Fund XLE Stock Holding History

Dougherty Wealth Advisers’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20
Closed -$1K – 147
2021
Q3 		$1K Buy
+20
New +$1K ﹤0.01% 146