BWM
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BKM Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

BKM Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-785
Closed -$29.5K – 574
2023
Q4 		$29.5K Buy
+785
New +$29.5K 0.01% 321