BFWM
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Bright Futures Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bright Futures Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,695
Closed -$2M – 239
2024
Q3 		$2M Buy
22,695
+5,450
+32% +$480K 0.96% 25
2024
Q2 		$1.52M Buy
17,245
+358
+2% +$31.6K 0.83% 30
2024
Q1 		$1.53M Buy
+16,887
New +$1.53M 0.83% 33