BWM
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BKM Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

BKM Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,006
Closed -$40.3K – 578
2023
Q4 		$40.3K Buy
+1,006
New +$40.3K 0.02% 281