WWM
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Waterway Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Waterway 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
2024
Q1 		– Sell
-3,620
Closed -$304K – 78
2023
Q4 		$304K Buy
+3,620
New +$304K 0.13% 54