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LWM Advisory Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

LWM Advisory Services’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-311
Closed -$28.1K – 153
2023
Q3 		$28.1K Buy
+311
New +$28.1K 0.03% 106