BWM
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BKM Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

BKM Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,215
Closed -$267K – 579
2023
Q4 		$267K Buy
+4,215
New +$267K 0.11% 139