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Bright Futures Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bright Futures Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,643
Closed -$1.16M – 241
2024
Q3 		$1.16M Buy
14,643
+3,243
+28% +$256K 0.56% 52
2024
Q2 		$846K Buy
11,400
+3,119
+38% +$231K 0.46% 67
2024
Q1 		$571K Buy
+8,281
New +$571K 0.31% 91