SFP
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Sterling Financial Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

Sterling Financial Planning’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-686
Closed -$26K – 393
2020
Q4 		$26K Buy
+686
New +$26K 0.02% 195