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Horizon Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Horizon Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-38,666
Closed -$3.5M – 87
2023
Q3 		$3.5M Buy
+38,666
New +$3.5M 1.4% 14