BFWM
XLV icon

Bright Futures Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bright Futures Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,366
Closed -$1.39M – 242
2024
Q3 		$1.39M Buy
9,366
+794
+9% +$118K 0.67% 38
2024
Q2 		$1.29M Buy
8,572
+266
+3% +$40.1K 0.7% 38
2024
Q1 		$1.21M Buy
+8,306
New +$1.21M 0.66% 41