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Mason & Associates (Virginia)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Mason & Associates (Virginia)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,710
Closed -$256K – 90
2024
Q1 		$256K Buy
+2,710
New +$256K 0.2% 55