WWA
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Wingate Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Wingate Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-704
Closed -$60.3K – 467
2024
Q4 		$60.3K Buy
+704
New +$60.3K 0.06% 192