HWM
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HighMark Wealth Management’s SPDR S&P Retail ETF XRT Stock Holding History

HighMark Wealth Management’s Portfolio XRT Stock Details XRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-291
Closed -$18.5K – 623
2023
Q1 		$18.5K Buy
+291
New +$18.5K 0.01% 218