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McGlone Suttner Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-261
Closed -$21.9K – 814
2023
Q4 		$21.9K Buy
+261
New +$21.9K ﹤0.01% 418