BWP
Balboa Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
10,275
+231
| +2% | +$58.5K | 0.52% | 40 |
|
|
2025
Q1 | $2.07M | Buy |
10,044
+119
| +1% | +$24.6K | 0.5% | 38 |
|
|
2024
Q4 | $2.31M | Sell |
9,925
-222
| -2% | -$51.6K | 0.53% | 35 |
|
|
2024
Q3 | $2.29M | Sell |
10,147
-168
| -2% | -$37.9K | 0.57% | 30 |
|
|
2024
Q2 | $2.33M | Buy |
10,315
+1,716
| +20% | +$388K | 0.62% | 28 |
|
|
2024
Q1 | $1.79M | Sell |
8,599
-2,583
| -23% | -$538K | 0.53% | 33 |
|
|
2023
Q4 | $2.15M | Buy |
11,182
+857
| +8% | +$165K | 0.72% | 23 |
|
|
2023
Q3 | $1.69M | Buy |
10,325
+58
| +0.6% | +$9.51K | 0.64% | 27 |
|
|
2023
Q2 | $1.78M | Buy |
10,267
+49
| +0.5% | +$8.52K | 0.62% | 26 |
|
|
2023
Q1 | $1.54M | Buy |
10,218
+638
| +7% | +$96.3K | 0.58% | 29 |
|
|
2022
Q4 | $1.19M | Sell |
9,580
-1,430
| -13% | -$178K | 0.54% | 43 |
|
|
2022
Q3 | $1.31M | Buy |
+11,010
| New | +$1.31M | 0.58% | 32 |
|