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Klingman & Associates’s Energy Select Sector SPDR Fund XLE Stock Holding History

Klingman & Associates’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,719
Closed -$246K – 228
2023
Q3 		$246K Buy
+2,719
New +$246K 0.02% 198