BWM
BCS Wealth Management’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 | $469K | Hold |
1,852
| – | – | 0.1% | 162 |
|
|
2025
Q1 | $382K | Buy |
1,852
+23
| +1% | +$4.74K | 0.1% | 171 |
|
|
2024
Q4 | $425K | Sell |
1,829
-24
| -1% | -$5.58K | 0.11% | 168 |
|
|
2024
Q3 | $418K | Sell |
1,853
-1
| -0.1% | -$226 | 0.18% | 107 |
|
|
2024
Q2 | $420K | Hold |
1,854
| – | – | 0.2% | 100 |
|
|
2024
Q1 | $386K | Buy |
1,854
+653
| +54% | +$136K | 0.12% | 163 |
|
|
2023
Q4 | $231K | Buy |
+1,201
| New | +$231K | 0.09% | 196 |
|