TWA
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Tandem Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Tandem Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-891
Closed -$30.5K – 84
2022
Q4 		$30.5K Buy
+891
New +$30.5K 0.02% 67