TWM
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Trinity Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Trinity Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39,529
Closed -$3.31M – 50
2023
Q4 		$3.31M Buy
+39,529
New +$3.31M 1.98% 16