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FSM Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

FSM Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,939
Closed -$243K – 178
2023
Q1 		$243K Buy
+2,939
New +$243K 0.14% 132