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Trivium Point Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

Trivium Point Advisory’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,499
Closed -$1.6M – 350
2024
Q2 		$1.6M Buy
+17,499
New +$1.6M 0.24% 114