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Lakewood Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Lakewood Asset Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-725
Closed -$51K – 306
2022
Q4 		$51K Buy
+725
New +$51K 0.04% 177