WWC
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Waypoint Wealth Counsel’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Waypoint Wealth Counsel’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,737
Closed -$465K – 98
2022
Q4 		$465K Buy
+4,737
New +$465K 0.37% 54