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WMS Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

WMS Partners’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,165
Closed -$248K – 233
2019
Q2 		$248K Buy
+4,165
New +$248K 0.06% 185