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Evergreen Private Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Evergreen Private Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-143
Closed -$12.2K – 206
2024
Q4 		$12.2K Buy
+143
New +$12.2K 0.01% 155