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Halpern Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History

Halpern Financial’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-160
Closed -$13.8K – 254
2023
Q4 		$13.8K Buy
+160
New +$13.8K ﹤0.01% 170