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Sargent Investment Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Sargent Investment Group’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,050
Closed -$215K – 210
2022
Q4 		$215K Buy
+3,050
New +$215K 0.07% 169