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Smith & Howard Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-260
Closed -$23K – 219
2013
Q4 		$23K Buy
+260
New +$23K 0.01% 155