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Regent Peak Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Regent Peak Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-188
Closed -$12K – 1026
2020
Q4 		$12K Buy
+188
New +$12K ﹤0.01% 541