Bright Futures Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,027
Closed -$1.05M 240
2024
Q3
$1.05M Buy
13,027
+7,367
+130% +$591K 0.51% 62
2024
Q2
$449K Buy
5,660
+692
+14% +$54.8K 0.24% 117
2024
Q1
$382K Buy
+4,968
New +$382K 0.21% 129