Beacon Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
1,688
| – | – | 0.04% | 242 |
|
|
2025
Q1 | $348K | Buy |
1,688
+1
| +0.1% | +$206 | 0.04% | 261 |
|
|
2024
Q4 | $392K | Hold |
1,687
| – | – | 0.04% | 246 |
|
|
2024
Q3 | $381K | Hold |
1,687
| – | – | 0.04% | 251 |
|
|
2024
Q2 | $382K | Hold |
1,687
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $351K | Hold |
1,687
| – | – | 0.04% | 251 |
|
|
2023
Q4 | $325K | Sell |
1,687
-89
| -5% | -$17.1K | 0.04% | 250 |
|
|
2023
Q3 | $312K | Hold |
1,776
| – | – | 0.04% | 207 |
|
|
2023
Q2 | $304K | Buy |
+1,776
| New | +$304K | 0.04% | 203 |
|
|
2022
Q2 | – | Sell |
-2,366
| Closed | -$381K | – | 230 |
|
|
2022
Q1 | $381K | Buy |
+2,366
| New | +$381K | 0.05% | 210 |
|