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Prevail Innovative Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,340
Closed -$532K – 193
2023
Q4 		$532K Buy
+6,340
New +$532K 0.25% 97