JWWM
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Johnson & White Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Johnson & White Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,775
Closed -$637K – 127
2022
Q4 		$637K Buy
+5,775
New +$637K 0.64% 42